System for supporting collaborative activity

ABSTRACT

A system includes a processor which has access to a representation of model of activity, which includes workspaces. Each workspace includes domain hierarchies for representing an organizational structure of the collaborating users using the system, and initiatives hierarchies representing process structures for accomplishing goals. An interface permits users to view and modify the workspaces for which the user has access. Each user can have different access permissions in different workspaces. The domain and initiative hierarchies provide two views of the workspace objects without duplicating resources. A resource is a collection of shared elements defined by the users that give users associated with the workspace access to information sources. Users can define knowledge boards for creating reports based on information fields of the resources. The knowledge board is associated with a resource template from which the resource is created.

CROSS-REFERENCE TO RELATED APPLICATIONS

The present application is a divisional of co-pending U.S. regularpatent application Ser. No. 11/939,250, Ahlgren, et al., “System forSupporting Collaborative Activity”, filed on Nov. 13, 2007 and claimingpriority from U.S. provisional patent application 60/858,241, filed Nov.10, 2006. Ser. No. 11/939,250 was published Dec. 24, 2009 as US patentapplication publication 2009/0320035 A1. That published application andU.S. Ser. No. 11/939,250 are hereby incorporated by reference in theirentireties into the present application for all permitted purposes.

The present application is further related to U.S. patent applicationentitled “Processing Management Information”, Ser. No. 09/312,740, filedon May 14, 1999, and to U.S. patent application entitled “System forPerforming Collaborative Tasks”, Ser. No. 10/765,424, filed on Jan. 27,2004, which is a continuation-in-part of Ser. No. 09/312,740 and whichissued as U.S. Pat. No. 7,698,160 on Apr. 13, 2010. The presentapplication hereby incorporates Ser. No. 09/312,740 and U.S. Pat. No.7,698,810 by reference for all permissible purposes.

STATEMENT REGARDING FEDERALLY SPONSORED RESEARCH OR DEVELOPMENT

Not applicable.

REFERENCE TO A SEQUENCE LISTING

Not applicable.

BACKGROUND OF THE INVENTION

1. Field of the Invention

This invention relates to systems for improving communication amongpeople who are collaborating in the performance of a task.

2. Description of Related Art

Computers coupled to networks have made collaborative work easier thanever before. At the most fundamental level, file sharing and email haveeliminated the requirement that collaborators be in physical proximityto each other. The change tracking arrangements that are provided bymost document processing systems further support collaborative work, asdo computer-implemented scheduling and tracking systems. Integratedsystems for collaborative work provide features such as file sharing,email, change tracking, scheduling, and tracking in a single package. Aproblem with these tools and integrated systems for collaborative workis that they are very general. It is up to the user to adapt them to hisor her needs. To be sure, a skilled user of a tool such as a spreadsheetcan adapt the tool to almost any purpose, but to do this, extensiveprogramming is required. Such programming requires a specialist, and theresult of the programming is often opaque to those who are not mastersof the tool and of what is being represented. Indeed, a general problemwith tools that require extensive programming to adapt them to a user'sneeds is that the programming is usually done by a specialist whounderstand the tools or the system, but not the nature of thecollaboration, and as is usual in such situations, communication betweenthe programming specialist and the users is usually difficult andsometimes impossible.

Another approach to collaborative work has been systems that arespecialized for collaborative work in a particular special area, such asbookkeeping. For example, the Quickbooks small business accountingsoftware provides a model of a small business as seen from the point ofview of an accountant that the user of Quickbooks can customize for hisor her own purposes. While the model of the small business thatQuickbooks provides is very useful for accounting, it has no relevancewhatever to other aspects of the business.

Another approach is described in U.S. patent application Ser. No.10/765,424 ('424 application). FIG. 34 shows a diagram of a model 4101as described in the '424 application. A number of collaborators 4005(1 .. . n) are organized into one or more collaborator groups 4003(1 . . .m). A collaborator 4005 may belong to more than one group 4003. Thecontext in which the collaborators 4005 work is represented by a domainhierarchies 4009(1 . . . k), goal-project hierarchies 4011(1 . . . m),and initiative hierarchies 4109(1 . . . o).

Each goal-project hierarchy 4011 has at its head a project or a goal. Agoal may have other goals and projects 4015 as its children. A project4015 may have other projects as its children, but may not have a goal asa child. Any goal, project, domain, or initiative may have one or moreitems of information 4017 associated with it, as indicated by arrows4105. The information may include documents, messages, discussions,reminders, Web links, and alerts. The ability to relate information 4017directly to any kind of hierarchy entity is particularly useful when theinformation is global to the entire domain or initiative.

An initiative 4109 is not a member of any domain hierarchy 4010 orgoal-project hierarchy 4011, but is rather the root of an initiativehierarchy 4111 which may include sub-initiatives and a single level ofgoals and/or projects from any of the goal-project hierarchies. A goalor project may belong to any number of initiatives. Information may berelated to an initiative in the same way that it may be related to anyhierarchy entity.

Access to domains, goals, and projects is by collaborator groups 4003. Agiven collaborator group 4003(i) may have access to any combination ofdomains, goals, projects, and initiatives in model 4101. The kinds ofaccess which a collaborator belonging to a particular group has to aparticular domain, goal, project, or initiative depend on the group'sgroup type and the permissions which the group has for the particulardomain, goal, project, or initiative.

Collaborators with the proper permissions may modify not only theinformation 4017 associated with a goal, project, domain, or initiative,but may also modify the form of the respective hierarchy.

A limitation of the model 4101 is that it provides only one view of thehierarchies' structure. This limits the usefulness of the model to morecomplex processes or organizations, where multiple views of thehierarchies would be helpful.

It is thus an object of the present invention to overcome theselimitations and to provide an improved system for collaborative work.

BRIEF SUMMARY OF THE INVENTION

The invention provides a system for supporting arbitrary activitiesinvolving collaborating users. In one aspect, the system includes aprocessor which has access to a representation of model of activity, themodel including a plurality of workspaces. Each workspace includes aplurality of workspace objects for representing an organizationalstructure of the collaborating users using the system and representingone or more process structures for accomplishing goals. The systemfurther includes an interface to the system for the users, the interfacebeing provided by the processor and the interface permitting the usersto view and modify the workspaces. Each user has access to one or moreof the workspaces, and each user can have different access permissionsin different workspaces.

The workspace objects include a domain hierarchy representing theorganizational structure of the users using the system and aninitiatives hierarchy representing the process structures foraccomplishing the goals. The domain hierarchy and the initiativeshierarchy provide the users two views of the workspace objects without aneed to duplicate the workspace objects in the initiatives hierarchy.

The workspace objects include a plurality of resources associated withthe domain hierarchy and the initiatives hierarchy. Each resource is acollection of shared elements defined by the users that give the usersassociated with the workspace access to information sources. Theinformation sources can include a document local to a user to beuploaded into the system, a text file created by the user using a texteditor of the system, links to access information or tools internally orexternally to the system, RSS (Really Simple Syndication) feeds, anddiscussion topics.

In another aspect, the system includes a processor which has access to arepresentation of model of activity, the model includes a plurality ofresources, each resource including a collection of shared elementsdefined by the user that give the other users access to informationsources, and a knowledge board for creating reports based on data fieldsof the resources. The system further includes an interface to the systemfor the users, the interface being provided by the processor and theinterface permitting a user to view and modify the knowledge board.

In another aspect, a processor which has access to a representation ofmodel of activity, the model includes a plurality of resource templates,each resource template defining data fields to be created for aresource. The system further includes an interface to the system for thecollaborators, the interface being provided by the processor and theinterface permitting a user to view one or more resource templates andto create the resource from the resource template, the resourceincluding a collection of shared elements defined by the user that giveother users access to information sources.

Other objects and advantages will be apparent to those skilled in thearts to which the invention pertains upon perusal of the followingDetailed Description and drawing, wherein:

BRIEF DESCRIPTION OF THE SEVERAL VIEWS OF THE DRAWINGS

FIG. 1 provides an overview of the system 101 for supportingcollaborative activity.

FIG. 2 illustrates a user's access to workspaces.

FIGS. 3A and 3B show the tables that are relevant to the implementationof the system.

FIGS. 4A-4K show more detailed views of entity-relationship diagrams forselect groups of tables.

FIG. 5 illustrates the setup of the logo for the application.

FIGS. 6A-6C illustrate the set up of companies that will be sharing thenavigation GUI.

FIGS. 7-8B illustrate the set up of resources.

FIGS. 9A-9E illustrate the set up of workspaces.

FIGS. 10A-10F illustrate the set up of users.

FIGS. 11A-12 illustrate a login by a user.

FIG. 13 illustrates an overview screen of a default workspace.

FIG. 14 shows an isolated view of the default workspace screen.

FIGS. 15A-15B show isolated views of the navigator 1302.

FIGS. 16A-16D show views of the agency information.

FIGS. 17A-17C show the creation of a resource.

FIGS. 18A-18D show the set up of discussion topics for a resource.

FIGS. 19A-19I show the set up of links for a resource.

FIGS. 20A-20F show the set up of RSS feeds for a resource.

FIGS. 21A-21F show the set up of text documents for a workspace.

FIGS. 22A-22F show the adding of a document to the workspace.

FIGS. 22G-22I show the updating of a resource.

FIG. 23A illustrates a message window.

FIGS. 23B-23C show the importing of resources for a workspace.

FIGS. 24A-24E show the set up of knowledge boards.

FIGS. 25A-25F show the set up of an operation.

FIG. 26 shows a search results screen.

FIG. 27A shows how a user enters the message center.

FIG. 27B shows the refreshing of the message center.

FIG. 28 shows the set up of alerts.

FIGS. 29A-29F show the set up of messages.

FIG. 30 shows the set up of permissions.

FIGS. 31A-31C illustrate the set up of user's personal preferences andpassword.

FIG. 32 shows the display a map option.

FIG. 33A shows a system managers screen.

FIG. 33B shows the set up of the document manager.

FIG. 33C shows the set up of the security manager.

FIG. 33D shows the set up of the encryption manager.

FIG. 33E shows the set up of the mapping manager.

FIG. 33F shows the set up of the email manager.

FIG. 33G shows the set up of the search manager.

FIG. 34 shows a diagram of a prior art collaboration model.

Reference numbers in the drawing have three or more digits: the tworight-hand digits are reference numbers in the drawing indicated by theremaining digits. Thus, an item with the reference number 203 firstappears as item 203 in FIG. 2:

DETAILED DESCRIPTION OF THE INVENTION

A system for supporting collaborative activity includes a processor andan interface that is provided to collaborators by the processor. Theprocessor has access to a representation of a model of the activity. Theform of the model is defined by the collaborators and the representationof the model provides access to information related to the activity. Theinterface permits a collaborator to perceive and modify the model's formand to perceive and modify the information to which the representationof the model provides access. The model is implemented using workspacesfrom which the user may access information and perform activities havingto do with the collaboration. The workspaces are provided to users aspart of a shared online collaboration software platform that connectspeople, strategies, technology, and resources in a rapidly developed anddeployable on-line workspace.

A. Overview of the System

FIG. 1 provides an overview of the system 101 for supportingcollaborative activity. The system is scalable to be usable in verylarge collaborative enterprises. The system contains two types ofelements, those that are structural (domains and initiatives) and thosethat are shareable (resources). Domains 117 represent the organizationalstructure of the groups coming together in the system. Initiatives 127represent one or more process structures for how the group or teamsaccomplish their goals. Domains and initiatives provide two differentviews of the resource without the need to duplicate the resources.Resources 121 are collections of elements defined by users that give theusers access to information sources 123. The individual informationsources to which the resource gives access are associated with fields inthe resource.

Collaborating users can organize domains 117 and initiatives 127 intohierarchies 115 and 125. A user can associate a resource 121 with adomain, a sub-domain, or another resource associated with a domain.Resources can be presented as many times as required within theinitiative, and therefore could be used in multiple scenarios, withoutthe need to be duplicated. The domain and initiatives hierarchies thusprovide users with ability to view objects of information (such asresources and/or knowledge boards (described below)) within anorganization structure or an operational structure without need toduplicate the objects.

Domains, initiatives, and resources can be renamed by administrators toreflect the terminology used by their organization. For example, adomain can be renamed as an organization or an agency; an initiative canbe renamed as an operation or a process; and a resource can be renamedas a record.

Resources may be organized into resource hierarchies, as shown by arrow122, and the resource hierarchies belong to domains 117, whichthemselves may be hierarchically organized (115). A resource may have adomain as a parent, but a domain cannot have a resource as a parent. Agiven resource 121 may belong to only one domain 117. Generally, thoughnot necessarily, the domain hierarchy reflects the organization chart ofthe collaboration. For example, if the collaboration is a business,there may be domains for manufacturing, engineering, sales, accounting,human resources, and corporate management, with sub-domains within thedomains, for example, a sub-domain for hourly employees in humanresources.

In addition to being related to a domain, a resource may also be relatedto an initiative 127. Initiatives may form hierarchies 125. Thenavigation GUI for system 101 permits the user to navigate to a resourceeither by means of the domain hierarchy or by means of the initiativehierarchy. Generally, though not necessarily, initiatives are created todeal with specific problems where the resources required to deal withthe problem cut across domain lines. For example, if the domains are setup as described in the foregoing example and the business has a qualitycontrol problem, an initiative may be set up to deal with the qualitycontrol problem and may include resources from the manufacturing,engineering, and corporate management domains. Domains and initiativesthus give participants different perspectives on the resources neededfor the collaboration.

Resource templates 124 are global objects that define classes ofresources, as defined by a system administrator. They specify what typesof information are associated with resources belong to the class definedby the resource template by defining the number and types of data fieldsassociated with them. When a user creates a resource, the user beginswith a resource template. The fields of the resource template are filledin by the user when the resource is created or modified, according tothe domain or initiative the resource relates to.

In addition to viewing resources within a domain or initiative, theresource template can be used to locate resources belonging to the classthat the template defines. This location of resources is defined byusers in knowledge boards or dashboards 129. When a user creates aknowledge board, the user uses the resource template to associateresources belonging to the resource template's class with the knowledgeboard and to select what information from resources of the class will bedisplayed in the knowledge board. The relationship between the resourcetemplate and the resources created from the template are maintained inthe system for the knowledge boards. A knowledge board is defined for aworkspace but does not belong to any of the hierarchies. The navigationGUI lists the workspace's knowledge boards along with both theinitiative and domain hierarchies. The users select the columns (datafields) in the resource template to display and filter by parameters,such as specific text, dates, etc. These data fields are used to locateresources to which the template belongs and are then displayed in theknowledge board report in a table form.

The domains, initiatives, and resources are organized into a pluralityof workspaces, each of which provides a managed environment. The systemgives each collaborator/user access to one or more workspaces where auser may have different roles in different workspaces. The workspacesmay be configured by non-technical people. The components of a workspaceinclude domains 117, resources 121, initiatives 127, information sources123, and dashboards or knowledge boards 129. These are termed in thefollowing as the workspace's objects. Preferably, the system isimplemented in a client-server architecture. The system server storesthe workspace and its objects, as well as global objects, such as usersand resource templates. The client comprises a processor which hasaccess to the system elements. Users access the system's elementsthrough a GUI at the client. Users may have different kinds of access tothe objects in a workspace. The workspace includes a navigation GUI aspart of the online collaborative software platform that presents thecontent of its objects. A system administrator can create a uniqueworkspace for a group of people, assign local administrationresponsibilities, and assign global resources from a global pool ofresources. Users can be part of multiple workspaces and carry differentaccess permissions. For example, a specific user can be a user only inone workspace and have administrator rights in another. User accesspermissions are described further below.

In an exemplary embodiment, information sources that can be related witha resource include documents, text files, links, RSS (Really SimpleSyndication) feeds, and discussions. For documents already created andstored locally, a user can select from his workstation or from anyshared drive a document to add to a resource. The document is thenphysically copied and loaded into the system server and will reside onits file directory system. All documents loaded on the system aremaintained for the life of the system. This enables users to upload andstore documents relevant to the resource. To modify the document afterits association with the resource, a user “checks out” the document anddownloads it from the server to the client for editing. When theediting's done, the user uploads the modified document from the clientto the server.

The system also provides a simple text editor at a client of the systemwith which a user can create and upload a text file of the .txt type tothe system server. This enables users to create a free format text filethat can be created, uploaded, and opened by users without the need fora word processing application.

The system provides users the ability to relate links to the resource.Links provide quick access to information or tools. The link can be anexternal link or an internal link. External links provide access to anoutside source, utilizing an address like an URL, or a link to a networksource, utilizing a link to a shared device. This enables users to linkto a shared document or other file types without the need to upload thefiles to the system. Other users on the network could access the samefile without being part of the system. Internal links provide access toother resources within the system. When users want to use a resourcethat resides in a different structure of the system, they can provide alink that will launch that resource whenever it is called. This providesthe flexibility to reuse resources without the need to create specialinitiatives for aggregation.

The system provides users the ability to relate an RSS feed to theresource. RSS feeds are web feeds in XML format that enable users toreceive updated news or information articles through a special readerscreen. The ability to provide these connections allow users to create alink that provides new, updated article every time the link is selectedand articles are presented.

The system provides users the ability to relate discussions to theresource. Discussions are on-line, asynchronous, threaded chat boardsthat provide users a place to exchange questions, opinions, and remarksin relation to the resource topic. Users can initiate a discussionin-context to the resource's objective and either receives answers tothe discussed topic or reply to a discussion topic started by anotheruser.

FIG. 2 illustrates a user's access to workspaces. Users 103 can be partof multiple workspaces 113 and carry different access permissions orprivileges. The access that a given user has to a given object in agiven workspace depends on the permissions that the user has to accessthe object in the workspace and the role that the user has in theworkspace. The permissions in an exemplary embodiment are: nopermission; read; read-create; read-create-update;read-create-update-delete. Permissions may be assigned to individualusers and to groups of users. Group permissions override individualpermissions. For example, if an individual user has no access to a givenobject but belongs to a group that has read-create access, the user willhave read-create access as long as he or she is a member of the group.If a user has neither permission as an individual nor permission as agroup member to access an object, that object will be invisible to theuser.

Actual access to a given object may be limited by the given user's rolein the workspace. The workspace roles in an exemplary embodiment are:viewer; user; manager; and administrator. For example, a user who has aviewer role may read but not create, update, or delete objects in theworkspace. Consequently, such a user will see only those objects towhich the user has some kind of access by virtue either of the user'sindividual permissions or by virtue of the group permissions of a groupto which the user belongs. Because the user has the viewer role, theuser will be able to do nothing with the objects to which he or she hasaccess but read them.

Returning to FIG. 1, database tables 102 contain the information used torepresent a workspace 113(i) and its components. In an exemplaryembodiment, database tables 102 are implemented using a standardcommercial database system such as those manufactured by OracleCorporation™. The tables are shown in FIG. 1 in logical terms. A tableof users 103 contains an entry for each user who has access to workspacein system 101. The users who have access to a given workspace areorganized into groups in the workspace by a group table 105 and areassigned roles in the workspace by a role table 107.

A workspace table 113 has an entry for each workspace. Associated withthe entry for the workspace are the groups that have access to theworkspace, the roles these groups have, the resource templates used inthe workspace (table 111), and the domains, initiatives, resources, andknowledge boards belonging to the workspace (table 109).

The system provides an internal messaging center to allow quickcommunication between users or whole groups of users. The message centerdoes not rely on an email server so it can be used even when access toother systems in limited. The message center displays alerts generatedby the system 101 and messages to specific users. Users can proactivelyselect important resources within the system and let the system alertthem whenever a new resource is added, changed, document are uploaded,links created, and others. This allows users to be selective as for whatis important to them to be alerted of and reduce the need for users tosend email messages alerting users of updates or changes to information.An email option is available for users who wish to receive the messagesand/or the alerts on their email system as well. In this way, users whoare away from the system can still be alerted to important information.

The system allows administrators to perform global setup of thenavigation GUI. This includes the GUI for the application and thedefinitions of companies for which the workspaces are created. Thesystem administrator can customize the application's logo, licensingkeys, and application level administrative roles and names. The systemadministrator can define the companies that are sharing the GUI,including names and information of the companies, divisions, anddepartments.

B. Tables Implementing System

FIGS. 3A and 3B show the tables that are relevant to the implementationof the system as shown in FIGS. 1 and 2. FIGS. 3A and 3B areentity-relationship diagrams of the relevant tables. In such diagrams,arrows connecting the tables show relationships between them that arebased on the occurrence of keys for rows in one table as values ofnon-key fields in rows in others of the tables. For example, each row ofthe table T_USER_ADMIN_ROLE table 345 contains a field whose value is akey for a record in the table T_ADMIN_ROLE 301. As shown there, thetable in which the identifying value is a key is at the head of thearrow and the other table at the tail. In functional terms, what thearrow indicates is that the value of a field in a row of the table atthe tail of the arrow can be used to retrieve a row from the table atthe head of the arrow. The number of branches at the head of the arrowsindicates how the numbers of rows in the two tables relate to eachother. Multiple branches indicate a many-1 relationship, where many rowsin the table at the tail of the arrow contain the key of a given row inthe table at the head of the arrow. A single branch indicates a 1-1relationship, where there will be a single row in the table at the tailof the arrow that has the key of the given record.

FIGS. 4A-4K show more detailed views of entity-relationship diagrams forselect groups of tables. FIG. 4A shows the tables relevant to workspaces113. FIG. 4B shows the tables relevant to data objects, which are thesuper class for workspace objects 109, including domains 116,initiatives 127, knowledge boards 129, and resources 121. FIG. 4C showsthe tables relevant to domains 116. FIG. 4D shows the tables relevant toresources 121. FIG. 4E shows the tables relevant to initiatives 127.FIG. 4F shows the tables relevant to knowledge boards 129. FIG. 4G showsthe tables 111 relevant to resource templates 124. FIG. 4H shows thetables relevant to messages. FIG. 4I shows the tables relevant to users103, including groups 105 and their roles 107. FIG. 4J shows the tablesrelevant to applications. FIG. 4K shows the tables relevant tocompanies.

Descriptions of the tables shown in FIGS. 4A through 4K are providedbelow.

T_ADMIN_ROLE (301): The T_ADMIN_ROLE table 301 holds the applicationlevel administrator role identifiers and names. There is an entry foreach administrator. There is a code that is used to easily identify therole when adding it to a user. The fields in the table's entries are asfollows:

Name Type Description ID varchar2(32) record identifier NAMEvarchar2(128) name of administrative role CODE varchar2(132) code foradministrative role DESCRIPTION varchar2(2000) description foradministrative role CREATED_DATE date date created UPDATED_DATE datedate last updated

T_APPLICATION_LICENSE (302): The T_APPLICATION_LICENSE table 302 holdsthe license key that enables certain features in the system. There is anentry for each license key. The fields in the table's entries are asfollows:

Name Type Description LICENSE_ID varchar2(32) license identifierLICENSE_KEY varchar2(400) license key PASS_WORD varchar2(32) licensepassword OBJ_VERSION integer version number

T_APPLICATION_LOGO (303): The T_APPLICATION_LOGO table 303 holds thedefault logo for the application. It can also store another row thatcontains an administrative uploaded logo. The LOGO_DATE row holds thebinary data for the image file itself. The fields in the table's entriesare as follows:

Name Type Description ID varchar2(32) record identifier LOGO_DATA longraw data for logo image file MIMETYPE varchar2(255) mime typeOBJ_VERSION integer version number

T_DISCUSSION_TOPIC (307): The entries in the T_DISCUSSION_TOPIC table307 relate discussion topics to a resource. There is an entry for eachdiscussion topic. Each entry references the resource's record in theT_OBJ_RESOURCE table 329. The fields in the table's entries are asfollows:

Name Type Description ID varchar2(32) record identifier NAMEvarchar2(128) discussion topic name COMMENTS varchar2(4000) commentsRESOURCE_ID varchar2(32) record identifier from T_OBJ_RESOURCEARCHIVED_DATE date date archived ARCHIVED_BY varchar2(32) user archivingrecord LOCKED_DATE date date locked LOCKED_BY varchar2(32) user lockingrecord CREATED_DATE date date created CREATED_BY varchar2(32) usercreating record from T_USER_PROFILE UPDATED_DATE date date last updatedOBJ_VERSION integer version number

T_DISCUSSION_REPLY (308): The entries in the T_DISCUSSION_REPLY table308 relate discussion replies to a discussion topic. There is one entryfor each reply. Each entry references the discussion topic's record inthe T_DISCUSSION_TOPIC table 307 and the parent message. The parent canbe another reply in the same table. Replies can be children of otherreplies in order to maintain a threaded discussion. The fields in thetable's entries are as follows:

Name Type Description ID varchar2(32) record identifier TOPIC_IDvarchar2(32) record ID from T_DISCUSSION_TOPIC PARENT_ID varchar2(32)parent topic NAME varchar2(128) topic name COMMENTS varchar2(4000)comments ARCHIVED_DATE date date archived ARCHIVED_BY varchar2(32) userarchiving record LOCKED_DATE date date locked LOCKED_BY varchar2(32)user locking record CREATED_DATE date date created CREATED_BYvarchar2(32) user creating record from T_USER_PROFILE UPDATED_DATE datedate last updated OBJ_VERSION integer version number

T_MANAGER_PROPERTY (309): The entries in the T_MANAGER_PROPERTY table309 stores custom property values for various system managers. There isan entry for each property value. Each manager is configured with itsown default values. When a system administrator updates those values,they are stored in this table. The fields in the table's entries are asfollows:

Name Type Description ID varchar2(32) record identifier MANAGER_CLASSvarchar2(255) manager class NAME varchar2(128) property name VALUEvarchar2(2000) property value CREATED_DATE date date createdUPDATED_DATE date date updated OBJ_VERSION integer version number

T_MD_COMPANY (310): The T_MD_COMPANY table 310 has an entry for eachentity, such as a company, that a user of the system may belong to.Entries for users in the system refer to this table to indicate thecompanies the users belong to. The fields in the table's entries are asfollows:

Name Type Description ID varchar2(32) record identifier NAMEvarchar2(128) company name DESCRIPTION varchar2(2000) companydescription ADDRESS1 varchar2(64) company address STREET varchar2(64)street CITY varchar2(64) city STATE varchar2(128) state COUNTRY_IDvarchar2(128) country code POSTAL_CODE varchar2(16) postal codeARCHIVED_DATE date date archived ARCHIVED_BY varchar2(32) archived byLOCKED_DATE date date locked LOCKED_BY varchar2(32) locked byCREATED_DATE date date created UPDATED_DATE date date last updatedOBJ_VERSION integer version number

T_MD_DIVISION (311): The T_MD_DIVISION table 311 has an entry for eachdivision under a company. Entries for users in the system refer to thistable to indicate the division the users belong to. Each entryreferences a company's record in the T_MD_COMPANY table 310. The fieldsin the table's entries are as follows:

Name Type Description ID varchar2(32) record identifier NAMEvarchar2(128) division name COMPANY_ID varchar2(32) company ID fromT_MD_COMPANY ARCHIVED_DATE date date archived ARCHIVED_BY varchar2(32)user arching record LOCKED_DATE date date locked LOCKED_BY varchar2(32)user locking record CREATED_DATE date date created UPDATED_DATE datedate last updated OBJ_VERSION integer version number

T_MD_DEPARTMENT (312): The T_MD_DEPARTMENT table 312 has an entry foreach department under a division. Entries for users in the system referto this table to indicate the department the users belong to. Each entryreferences a division's record in the T_MD_DIVISION table 311. Thefields in the table's entries are as follows:

Name Type Description ID varchar2(32) record identifier NAMEvarchar2(128) department name DIVISION_ID varchar2(32) division ID fromT_MD_DIVISION ARCHIVED_DATE date date archived ARCHIVED_BY varchar2(32)user archiving record LOCKED_DATE date date locked LOCKED_BYvarchar2(32) user locking record CREATED_DATE date date createdUPDATED_DATE date date last updated OBJ_VERSION integer version number

T_MD_COUNTRY (313): The T_MD_COUNTRY table 313 holds the names for thecountries. There is an entry for each country. These are used foraddress fields in user profiles and company profiles. The fields in thetable's entries are as follows:

Name Type Description ID varchar2(3) record identifier NAMEvarchar2(128) country name

T_MESSAGE (314): The T_MESSAGE table 314 holds messages sent by users ofthe system. There is an entry for each message. Each entry referencesthe record of a workspace in which the message was sent from theT_WORKSPACE table 346 and the record of the message creator from theT_USER_PROFILE table 341. The fields in the table's entries are asfollows:

Name Type Description ID varchar2(32) record identifier SUBJECTvarchar2(128) message subject BODY varchar2(4000) message bodyWORKSPACE_ID varchar2(32) workspace ID from T_WORKSPACE ARCHIVED_DATEdate date archived CREATED_DATE date date created CREATED_BYvarchar2(32) user creating message OBJ_VERSION integer version number

T_MESSAGE_USER (315): The entries in the T_MESSAGE_USER table 315 relatemessages to the user to which they were addressed. There is an entry foreach user message recipient for each message. Each entry references themessage's record in the T_MESSAGE table 314 and the user's record in theT_USER_PROFILE table 341. The fields in the table's entries are asfollows:

Name Type Description MESSAGE_ID varchar2(32) message ID USER_IDvarchar2(32) user ID from T_USER_PROFILE OBJ_VERSION integer versionnumber

T_MESSAGE_GROUP (316): The entries in the T_MESSAGE_GROUP table 316relates message to the groups to which the message was addressed. Thereis an entry for each group message recipient for each message. Eachentry references the message's record in the T-MESSAGE table 314 and thegroup's record from the T_WORKSPACE_GROUP table 349. The fields in thetable's entries are as follows:

Name Type Description MESSAGE_ID varchar2(32) message ID GROUP_IDvarchar2(32) group ID from T_WORKSPACE_GROUP OBJ_VERSION integer versionnumber

T_MESSAGE_RECIPIENT (317): The T_MESSAGE_RECIPIENT table 317 relatesmessages to users the message was sent to. It breaks out users from thegroups that were addressed. There is an entry for each user regardlessif the user was selected from the user or group side. There is an entryfor each user message recipient for each message. Each entry referencesthe message's record in the T_MESSAGE table 314 and the user's record inTHE T_USER_PROFILE table 341. When a user reads the message, it ismarked here. The fields in the table's entries are as follows:

Name Type Description ID varchar2(32) record identifier MESSAGE_IDvarchar2(32) message ID from T_MESSAGE USER_ID varchar2(32) user ID fromT_USER_PROFILE ARCHIVED_DATE DATE date archived READ_DATE DATE date readOBJ_VERSION integer version number

T_OBJ_DATA (318): The T_OBJ_DATA table 318 holds the details of the dataobject. It's the superclass for all other data objects (Domains,Initiatives, Dashboards and Resources). There is an entry for each dataobject. The fields in the table's entries are as follows:

Name Type Description ID varchar2(32) record identifier NAMEvarchar2(128) name of object DESCRIPTION varchar2(2000) description ofobject WORKSPACE_ID varchar2(32) workspace ID from T_WORKSPACE PARENT_IDvarchar2(32) ID of parent object in this table OWNER_ID varchar2(32)owner ID from T_USER_PROFILE ARCHIVED_DATE date date archivedARCHIVED_BY varchar2(32) user archiving record LOCKED_DATE date datelocked LOCKED_BY varchar2(32) user locking record CREATED_DATE date datecreated CREATED_BY varchar2(32) user creating record UPDATED_DATE datedate last updated OBJ_VERSION integer version number

T_OBJ_DATA_ALERT_USER (319): The entries in the T_OBJ_DATA_ALERT_USERtable 319 relate alerts to users and data objects. There is an entry foreach user and each data object. Each entry references the object'srecord in the T_OBJ_DATA table 318 and the user's record in theT_USER_PROFILE table 341. The fields in the table's entries are asfollows:

Name Type Description ID varchar2(32) record identifier OBJECT_IDvarchar2(32) object ID from T_OBJ_DATA USER_ID varchar2(32) user ID fromT_USER_PROFILE OBJ_VERSION integer version number

T_OBJ_DATA_PERM_GROUP (320): The entries in the T_OBJ_DATA_PERM_GROUPtable 320 relate permissions for groups to data objects. There is anentry for each permission for a group for each data object. Each entryreferences the object's record in the T_OBJ_DATA table 318 and thegroup's record in the T_WORKSPACE_GROUP table 349. Possible permissionvalues are:

-   -   0=no permission    -   1=read    -   2=read-create    -   3=read-create-update    -   4=read-create-update-delete

The fields in the table's entries are as follows:

Name Type Description ID varchar2(32) record identifier GROUP_IDvarchar2(32) group ID from T_WORKSPACE_GROUP OBJECT_ID varchar2(32)object ID from T_OBJ_DATA PERMISSION number(1) permission codeCREATED_DATE date date created UPDATED_DATE date date last updatedOBJ_VERSION integer version number

T_OBJ_DATA_PERM_USER (321): The T_OBJ_DATA_PERM_USER table 321 relatespermissions for a user to data objects. There is an entry for eachpermission for a user for each data object. Each entry references theobject's record in the T_OBJ_DATA table 318 and the user's record in theT_USER_PROFILE table 341. Possible permission values are:

-   -   0=no permission    -   1=read    -   2=read-create    -   3=read-create-update    -   4=read-create-update-delete

The fields in the table's entries are as follows:

Name Type Description ID varchar2(32) record identifier USER_IDvarchar2(32) user ID from T_USER_PROFILE OBJECT_ID varchar2(32) objectID from T_OBJ_DATA PERMISSION number(1) permission code CREATED_DATEdate date created UPDATED_DATE date date last updated OBJ_VERSIONinteger version number

T_OBJ_DASHBOARD (322): The T_OBJ_DASHBOARD table 322 holds the detailsof a knowledge board. The fields in the table's entries are as follows:

Name Type Description ID varchar2(32) record identifier

T_OBJ_DASHBOARD_RES_TMPLT (323): The entries in theT_OBJ_DASHBOARD_RES_TMPLT table 323 relates resource templates with aparticular knowledge board. There is an entry for each resourcetemplate/ knowledge board association. Each entry references a knowledgeboard's record in the T_OBJ_DASHBOARD_TABLE 322 and a resource's recordin the T_OBJ_RESOURCE table 329. The fields in the table's entries areas follows:

Name Type Description ID varchar2(32) record identifier DASHBOARD_IDvarchar2(32) knowledge board ID from T_OBJ_DASHBOARD RES_TMPLT_IDvarchar2(32) resource ID from T_OBJ_RESOURCE SEQUENCE_NUM number(4,0)display sequence number OBJ_VERSION integer version number

T_OBJ_DASHBOARD_FIELD_DEFAULT (324): The T_OBJ_DASHBOARD_FIELD_DEFAULTtable 324 holds the list of default fields that should be shown on aknowledge board for a particular resource template and any filter data.There is an entry for each field. Each entry references a knowledgeboard's record in the T_OBJ_DASHBOARD_RES_TMPLT table 323. The fields inthe table's entries are as follows:

Name Type Description ID varchar2(32) record identifierDASHBOARD_RES_TMPLT_ID varchar2(32) knowledge board ID with resourcefrom T_OBJ_DASHBOARD_RES_TMPLT FIELD_NAME varchar2(1000) field nameFILTER_VALUE varchar2(4000) filter value SEQUENCE_NUM number(4,0)display sequence number OBJ_VERSION integer version number

T_OBJ_DASHBOARD_FIELD_TMPLT (325): The T_OBJ_DASHBOARD_FIELD_TMPLT table325 holds the list of dynamic fields that should be shown on a knowledgeboard for a particular resource template and any filter data. There isan entry for each field. Each entry references a knowledge board'srecord in the T_OBJ_DASHBOARD_RES_TMPLT table 325 and a field's recordin the T_RES_TMPLT_FIELD table 337. The fields in the table's entriesare as follows:

Name Type Description ID varchar2(32) record identifier DASHBOARD_RES_TMPLT_ID varchar2(32) knowledge board ID with resource fromT_OBJ_DASHBOARD_RES_TMPLT FIELD_ID varchar2(32) field ID fromT_RES_TMPLT_FIELD FILTER_VALUE varchar2(4000) filter value SEQUENCE_NUMnumber(4,0) display sequence number OBJ_VERSION integer version number

T_OBJ_DOMAIN (326): The T_OBJ_DOMAIN table 326 holds the details of adomain. There is an entry for each domain. The fields in the table'sentries arc as follows:

Name Type Description ID varchar2(32) record identifier

T_OBJ_INITIATIVE (327): The T_OBJ_INITIATIVE table 327 holds the detailsof an initiative. There is an entry for each initiative. The fields inthe table's entries are as follows:

Name Type Description ID varchar2(32) record identifier START_DATE datestart date END_DATE date end date

T_OBJ_INITIATIVE_DATA_OBJECT (328): The entries in theT_OBJ_INITIATIVE_DATA_OBJECT table 328 relate data objects toinitiatives. There is an entry for each initiative/data objectassociation. Each entry references the initiative's record in theT_OBJ_INITIATIVE table 327 and the data object's record in theT_OBJ_DATA table 318. The initiative is related to a workspace throughthe Workspace_ID in the object's record. The fields in the table'sentries are as follows:

Name Type Description ID varchar2(32) record identifier INITIATIVE_IDvarchar2(32) initiative ID from T_OBJ_INITIATIVE DATA_OBJECT_IDvarchar2(32) data object ID from T_OBJ_DATA SEQUENCE_NUM number(4,0)display sequence number ARCHIVED_DATE date date archived ARCHIVED_BYvarchar2(32) user archiving record LOCKED_DATE date date lockedLOCKED_BY varchar2(32) user locking record CREATED_DATE date datecreated UPDATED_DATE date date last updated OBJ_VERSION integer versionnumber

T_OBJ_RESOURCE (329): The T_OBJ_RESOURCE table 329 holds the details ofa resource. There is an entry for each resource. Each entry referencesthe resource template's record in the T_RES_TMPLT 335 from which theresource was created. This association is used in knowledge boards tofind resources belonging to the resource template for the purpose ofgenerating a report, as described above. The fields in the table'sentries are as follows:

Name Type Description ID varchar2(32) record identifierRESOURCE_TMPLT_ID varchar2(32) resource template ID from T_RES_TMPL

T_OBJ_RESOURCE_INFORMATION (330): The entries in theT_OBJ_RESOURCE_INFORMATION table 330 relate information (documents,links & RSS feeds) to resources. There is an entry for each piece ofinformation. Each entry references the resource's record in theT_OBJ_RESOURCE table 329. The fields in the table's entries are asfollows:

Name Type Description ID varchar2(32) record identifier NAMEvarchar2(128) information name DESCRIPTION varchar2(2000) informationdescription RESOURCE_ID varchar2(32) resource ID from T_OBJ_RESOURCEARCHIVED_DATE date date archived ARCHIVED_BY varchar2(32) user archivingrecord LOCKED_DATE date date locked LOCKED_BY varchar2(32) user lockingrecord CREATED_DATE date date created UPDATED_DATE date date lastupdated OBJ_VERSION integer version number

T_OBJ_RESOURCE_DOCUMENT (331): The entries in theT_OBJ_RESOURCE_DOCUMENT table 331 relate documents to the informationtable. It subclasses the T_RESOURCE_INFORMATION table 330. There is anentry for each document. Each entry references an information's recordin the T_OBJ_RESOURCE_INFORMATION table 330. The document is related toa resource through the Resource_ID in the information's record. Thefields in the table's entries are as follows:

Name Type Description INFORMATION_ID varchar2(32) information ID fromT_OBJ_RESOURCE_INFORMATION DOCUMENT_ID varchar2(32) document ID CHECKSUMvarchar2(32) checksum value FILE_NAME varchar2(255) file name VERSIONvarchar2(4) version number

T_OBJ_RESOURCE_LINK (332): The entries in the T_OBJ_RESOURCE_LINK 332table relate links to information. It subclasses theT_RESOURCE_INFORMATION table 330. There is an entry for each link. Eachentry references an information's recording theT_OBJ_RESOURCE_INFORMATION table 330. The link is related to a resourcethrough the Resource_ID in the information's record. The fields in thetable's entries are as follows:

Name Type Description INFORMATION_ID varchar2(32) information ID fromT_OBJ_RESOURCE_INFORMATION URL varchar2(512) URL for link INTERNAL_FLAGchar(1) set if internal link

T_OBJ_RESOURCE_RSS (333): The entries in the T_OBJ_RESOURCE_RSS table333 relate RSS feeds to information. It subclasses theT_RESOURCE_INFORMATION table 330. There is an entry for each RSS feed.Each entry references an information's record in theT_OBJ_RESOURCE_INFORMATION table 330. The RSS feed is related to aresource through the Resource_ID in the information's record. The fieldsin the table's entries are as follows:

Name Type Description INFORMATION_ID varchar2(32) information ID fromT_OBJ_RESOURCE_INFORMATION URL varchar2(512) URL for RSS feed

T_OBJ_RESOURCE_VALUE (334): The T_OBJ_RESOURCE_VALUE table 334 holdsvalues for each field of each resource, as set by a user. There is anentry for each field of each resource. Each entry references a field'srecord in the T_RES_TMPLT_FIELD table 337 and a resource's record in theT_OBJ_RESOURCE table 329. The field ID's come from the resource templateassociated with this resource. The fields in the table's entries are asfollows:

Name Type Description ID varchar2(32) record identifier VALUEvarchar2(4000) field value FIELD_ID varchar2(32) field ID fromT_RES_TMPLT_FIELD RESOURCE_ID varchar2(32) resource ID fromT_OBJ_RESOURCE OBJ_VERSION varchar2 version number

T_RES_TMPLT (335): The T_RES_TMPLT table 335 holds the details of theresource templates. There is an entry for each resource template. Thefields in the table's entries are as follows:

Name Type Description ID varchar2(32) record identifier NAMEvarchar2(128) template name DESCRIPTION varchar2(2000) templatedescription LAYOUT varchar2(16) template display layout VERSIONnumber(3) version number NEXT_VERSION_ID varchar2(32) next versionrecord ID in this table MASTER_ID varchar2(32) master template record IDin this table PUBLISHED_DATE date date published DISCUSSIONS_FLAGchar(1) set if discussions associated INFORMATION_FLAG char(1) set ifinformation associated ARCHIVED_DATE date date archived ARCHIVED_BYvarchar2(32) user archiving record LOCKED_DATE date date lockedLOCKED_BY varchar2(32) user locking record CREATED_DATE date datecreated CREATED_BY varchar2(32) user creating record UPDATED_DATE datedate updated OBJ_VERSION integer version number

T_RES_TMPLT_FIELD_TYPE (336): The T_RES_TMPLT_FIELD_TYPE table 336 holdsa number of different types a data field in a resource template canexist as. There is an entry for each data field type. This is used whenproducing a visual representation of the field. Each field type can beassociated with a category. The fields in the table's entries are asfollows:

Name Type Description ID varchar2(32) record identifier NAMEvarchar2(128) field name DESCRIPTION varchar2(2000) field descriptionHTML_CLASS varchar2(255) HTML class MAX_DEFAULT_OPTIONS number(4,0)default maximum number of options CATEGORY varchar2(16) category offield type

T_RES_TMPLT_FIELD (337): The T_RES_TMPLT_FIELD table 337 holds bothglobal data fields that apply to multiple object types and resourcetemplate specific data fields. The difference is determined by theRES_TMPLT_ID field. If this field is null, the field is global. Globalfields are used when creating a new resource template. There is an entryfor each data field. The Each entry references the resource template'srecord in the T_RES_TMPLT table 335, and the field type's record in theT_RES_TMPLT_FIELD_TYPE table 336. The fields in the table's entries areas follows:

Name Type Description ID varchar2(32) record identifier NAMEvarchar2(128) name of data field DESCRIPTION varchar2(2000) descriptionof data field RES_TMPLT_ID varchar2(32) resource template ID fromT_RES_TMPLT FIELD_TYPE_ID varchar2(32) field type ID fromT_RES_TMPLT_FIELD_TYPE MAX_LENGTH number(10,0) maximum text lengthREQUIRED_FLAG char(1) set if value required for field SEQUENCE_NUMnumber(4,0) display sequence number ARCHIVED_DATE date date archivedARCHIVED_BY varchar2(32) user archiving record LOCKED_DATE date datelocked LOCKED_BY varchar2(32) user locking record CREATED_DATE date datecreated UPDATED_DATE date date last updated OBJ_VERSION integer versionnumber

T_RES_TMPLT_FIELD_OPTION (338): The T_RES_TMPLT_FIELD_OPTION table 338holds options values for the various data fields in the resourcetemplates. There is an entry for each option. Each entry references thefield's record in the T_RES_TMPLT_FIELD table 337. For instance, aselect list might contain 15 different predefined options. These can besetup for both global fields and resource template specific fields. Thefields in the table's entries are as follows:

Name Type Description ID varchar2(32) record identifier NAMEvarchar2(128) name of data field FIELD_ID varchar2(32) field ID fromT_RES_TMPLT_FIELD SEQUENCE_NUM number(4,0) display sequence numberARCHIVED_DATE date date archived ARCHIVED_BY varchar2(32) user archivingrecord LOCKED_DATE date date locked LOCKED_BY varchar2(32) user lockingrecord CREATED_DATE date date created UPDATED_DATE date date updatedOBJ_VERSION integer version number

T_RES_TMPLT_CATEGORY (339): The T_RES_TMPLT_CATEGORY table 339 holds thedetails of the resource template categories. There is an entry for eachcategory. The fields in the table's entries are as follows:

Name Type Description ID varchar2(32) record identifier NAMEvarchar2(128) category name DESCRIPTION varchar2 category descriptionARCHIVED_DATE date date archived ARCHIVED_BY varchar2(32) user archivingrecord LOCKED_DATE date date locked LOCKED_BY varchar2(32) user lockingrecord CREATED_DATE date date created CREATED_BY varchar2(32) usercreating record UPDATED_DATE date date last updated OBJ_VERSION integerversion number

T_RES_TMPLT_CATEGORY_MAP (340): The entries in theT_RES_TMPLT_CATEGORY_MAP table 340 relate categories to resourcetemplates. There is an entry for each template/category association.Each entry references the resource template's record in the T_RES_TMPLTtable 335 and the category's record in the T_RES_TMPLT_CATEGORY table339. The fields in the table's entries are as follows:

Name Type Description RES_TMPLT_ID varchar2(32) resource template IDfrom T_RES_TMPLT CATEGORY_ID varchar2(32) category ID fromT_RES_TMPLT_CATEGORY

T_USER_PROFILE (341): The T_USER_PROFILE table 341 holds the informationof users in the system and relates the user to a company, division, anddepartment. There is an entry for each user. Each entry references acompany's record in the T_MD_COMPANY table 310, a division's record inthe T_MD_DIVISION table 311, and a department's record in theT_MD_DEPARTMENT table 312. The fields in the table's entries are asfollows:

Name Type Description ID varchar2(32) record identifier TITLEvarchar2(32) user job title FIRST_NAME varchar2(32) first nameMIDDLE_NAME varchar2(32) middle name LAST_NAME varchar2(32) last nameSUFFIX varchar2(32) name suffix EMAIL varchar2(255) email addressADDRESS1 varchar2(64) address STREET varchar2(64) street CITYvarchar2(64) city COUNTY varchar2(64) county STATE varchar2(128) stateCOUNTRY varchar2(128) country POSTAL_CODE varchar2(16) postal code PHONEvarchar2(24) phone number MOBILE varchar2(24) mobile number PAGERvarchar2(24) page number FIRST_LOGIN char(1) whether logged in for firsttime LICENSE_AGREEMENT date date accept license agreement CREATED_DATEdate date created UPDATED_DATE date date last updated OBJ_VERSIONinteger version number

T_USER_PROFILE_WORK (354): The T_USER_PROFILE_WORK table holds theinformation of users in the system. There is an entry for each user, andeach entry references the user's record in the T_USER_PROFILE table 341.The fields in the table's entries are as follows:

Name Type Description USER_ID varchar2(32) user ID from T_USR_PROFILEJOB_TITLE varchar2(64) user job title JOB_DESCRIPTION varchar2(4000) jobdescription SPECIALTIES varchar2(4000) user specialties CERTIFICATIONSvarchar2(4000) user certifications WORK_ID varchar2(128) user work IDBADGE_NUMBER varchar2(128) user badge number ADDRESS1 varchar2(64)address STREET varchar2(64) street CITY varchar2(64) city COUNTYvarchar2(64) county STATE varchar2(128) state COUNTRY varchar2(128)country POSTAL_CODE varchar2(16) postal code COMPANY_ID varchar2(32)company ID from T_MD_COMPANY DIVISION_ID varchar2(32) division ID fromT_MD_DIVISION DEPARTMENT_ID varchar2(32) department ID fromT_MD_DEPARTMENT PHONE varchar2(24) phone number MOBILE varchar2(24)mobile number PAGER varchar2(24) page number OFFICE_BUILDINGvarchar2(64) office building OFFICE_FLOOR varchar2(12) office floorOFFICE_ROOM varchar2(12) office room OFFICE_PHONE varchar2(24) officephone number OBJ_VERSION integer version number

T_USER_LOGIN (342): The entries in the T_USER_LOGIN table 342 relatelogin information to users in the system, if authenticating usersthrough the application. There is one entry for each user. Each entryreferences the user's record in the T_USER_PROFILE table 341. The fieldsin the table's entries are as follows:

Name Type Description USER_ID varchar2(32) user ID from T_USER_PROFILEPASS_WORD varchar2(64) password PASS_WORD_DATE date date password setAUTO_LOCKED_DATE date date auto locked set ARCHIVED_DATE date datearchived ARCHIVED_BY varchar2(32) user archiving record LOCKED_DATE datedate locked LOCKED_BY varchar2(32) user locking record CONNECTED_DATEdate date connected CREATED_DATE date date created UPDATED_DATE datedate last updated OBJ_VERSION integer version number

T_USER_LOGIN_HISTORY (343): The entries in the T_USER_LOGIN_HISTORYtable 343 relate the login/logout dates/times to individual users. Thereis an entry for each login and each logout. Each entry references auser's record in the T_USER_PROFILE table 341. The fields in the table'sentries are as follows:

Name Type Description HISTORY_ID varchar2(32) history ID USER_IDvarchar2(32) user ID from T_USER_PROFILE LOGIN_DATE date date of loginLOGOUT_DATE date date of logout OBJ_VERSION integer version number

T_USER_PREFERENCES (344): The entries in the T_USER_PREFERENCES table344 relate preferences to individual users. There is an entry for eachuser. Each entry references a user's record in the T_USER_PROFILE table341. The fields in the table's entries are as follows:

Name Type Description USER_ID varchar2(32) user ID from T_USER_PROFILEDEFAULT_WORKSPACE_ID varchar2(32) default workspace DEFAULT_NAVIGATORvarchar2(16) default navigator view DEFAULT_LANGUAGE varchar2(2) defaultlanguage EMAIL_ALERTS char(1) set to receive email alerts EMAIL_MESSAGESchar(1) set to receive email message OBJ_VERSION integer version number

T_USER_ADMIN_ROLE (345): The entries in the T_USER_ADMIN_ROLE table 345relate application level admin role assignments to users. Users can havemultiple admin roles. There is an entry for each role assignment. Eachentry references the role's record in the T_ADMIN_ROLE table 301 and theuser's record in the T_USER_PROFILE table 341. The fields in the table'sentries are as follows:

Name Type Description ID varchar2(32) record identifier ROLE_IDvarchar2(32) role ID from T_ADMIN_ROLE USER_ID varchar2(32) user ID fromT_USER_PROFILE ARCHIVED_DATE date date archived ARCHIVED_BY varchar2(32)user archiving record LOCKED_DATE date date locked LOCKED_BYvarchar2(32) user locking record CREATED_DATE date date createdUPDATED_DATE date date updated OBJ_VERSION integer version number

T_WORKSPACE (346): The T_WORKSPACE table 346 holds information aboutworkspaces. There is an entry for each workspace. The fields in thetable's entries are as follows:

Name Type Description ID varchar2(32) record identifier NAMEvarchar2(128) workspace name DESCRIPTION varchar2(2000) workspacedescription ARCHIVED_DATE date date archived ARCHIVED_BY varchar2(32)user archiving record LOCKED_DATE date date locked LOCKED_BYvarchar2(32) user locking record CREATED_DATE date date createdUPDATED_DATE date date last updated OBJ_VERSION integer version number

T_WORKSPACE_ROLE (347): The T_WORKSPACE_ROLE table 347 holds the fourworkspace roles available: Viewer, User, Manager, and Administrator.There is an entry for each workspace role The fields in the table'sentries are as follows:

Name Type Description ID varchar2(32) record identifier NAMEvarchar2(128) role name CODE varchar2(32) role code DESCRIPTIONvarchar2(2000) role description ARCHIVED_DATE date date archivedARCHIVED_BY varchar2(32) user archiving record LOCKED_DATE date datelocked LOCKED_BY varchar2(32) user locking record CREATED_DATE date datecreated UPDATED_DATE date date last updated OBJ_VERSION integer versionnumber

T_WORKSPACE_MEMBER (348): The entries in the T_WORKSPACE_MEMBER table348 relate users to a workspace and assign their role within theworkspace. Users can have different roles in different workspaces. Thereis an entry for each user/workspace relationship. Each entry referencesthe user's record in the T_USER_PROFILE table 341, the workspace'srecord in the t-WORKSPACE table 346, and the role's record in theT_WORKSPACE_ROLE table 347. The fields in the table's entries are asfollows:

Name Type Description ID varchar2(32) record identifier USER_IDvarchar2(32) user ID from T_USER_PROFILE WORKSPACE_ID varchar2(32)workspace ID from T_WORKSPACE ROLE_ID varchar2(32) role ID fromT_WORKSPACE_ROLE CREATED_DATE date date created UPDATED_DATE date datelast updated OBJ_VERSION integer version number

T_WORKSPACE_GROUP (349): The entries in the T_WORKSPACE_GROUP table 349relate groups to a workspace. Groups are just a way of grouping a numberof users together for easy reference. There is an entry for eachgroup/workspace relationship. Each entry references a workspace's recordin the T_WORKSPACE table 346. The fields in the table's entries are asfollows:

Name Type Description ID varchar2(32) record identifier NAMEvarchar2(128) group name DESCRIPTION varchar2(2000) group descriptionWORKSPACE_ID varchar2(32) workspace ID from T_WORKSPACE ARCHIVED_DATEdate date archived ARCHIVED_BY varchar2(32) user archiving recordLOCKED_DATE date date locked LOCKED_BY varchar2(32) user locking recordCREATED_DATE date date created UPDATED_DATE date date updatedOBJ_VERSION integer version number

T_WORKSPACE_GROUP_MEMBER (350): The entries in theT_WORKSPACE_GROUP_MEMBER table 350 relate users to workspace groups.Users can belong to any number of groups. There is an entry for eachuser/workspace relationship. Each entry references the group's record inthe T_WORKSPACE_GROUP table 349 and a member's record in theT_WORKSPACE_MEMBER table 348. The fields in the table's entries are asfollows:

Name Type Description GROUP_ID varchar2(32) group ID from T-WORKSPACE_GROUP MEMBER_ID varchar2(32) member ID from T_WORKSPACE_MEMBERARCHIVED_DATE date date archived ARCHIVED_BY varchar2(32) user archivingrecord LOCKED_DATE date date locked LOCKED_BY varchar2(32) user lockingrecord CREATED_DATE date date created UPDATED_DATE date date lastupdated OBJ_VERSION integer version number

T_WORKSPACE_QUICK_LINK (351): The entries in the T_WORKSPACE_QUICK_LINKtable 351 relate links to workspaces. They can be used to quickly accessinformation for the entire workgroup. There is an entry for eachlink/workspace relationship. Each entry references the workspace'srecord in the T_WORKSPACE table 346. The fields in the table's entriesare as follows:

Name Type Description ID varchar2(32) record identifier NAMEvarchar2(128) link name DESCRIPTION varchar2(2000) link descriptionWORKSPACE_ID varchar2(32) workspace ID from T_WORKSPACE URLvarchar2(2000) URL for link TARGET varchar2(32) target of linkSEQUENCE_NUM number(4, 0) display sequence number ARCHIVED_DATE datedate archived ARCHIVED_BY varchar2(32) user archiving record LOCKED_DATEdate date locked LOCKED_BY varchar2(32) user locking record CREATED_DATEdate date created UPDATED_DATE date date last updated OBJ_VERSIONinteger version number

T_WORKSPACE_RES_TMPLT (352): The entries in the T_WORKSPACE_RES_TMPLTtable 352 relate resources templates to workspaces. There is an entryfor each workspace/template relationship. Each entry references theworkspace's record in the T_WORKSPACE table 346, and the resourcetemplate's record in the T_RES_TMPLT table 335. The fields in thetable's entries are as follows:

Name Type Description WORKSPACE_ID varchar2(32) workspace ID fromT_WORKSPACE RES_TMPLT_ID varchar2(32) resource template ID fromT_RES_TMPLT CREATED_DATE date date created UPDATED_DATE date date lastupdated OBJ_VERSION integer version number

T_WORKSPACE_PREFERENCE (353): The T_WORKSPACE_PREFERENCE table 353 has amany-to-one relationship with T_WORKSPACE 345 and holds an array ofpreferences for each workspace. There is an entry for each workspacepreference. Each entry references the workspace's record in theT_WORKSPACE table 346. The fields in the table's entries are as follows:

Name Type Description ID varchar2(32) record identifier WORKSPACE_IDvarchar2(32) workspace ID from T_WORKSPACE NAME varchar2(128) preferencename VALUE varchar2(2000) preference value OBJ_VERSION integer versionnumber

C. Administrative Setup

1. Company

FIGS. 5-10F show administrative tools for setup and management of thesystem. Administrators can customize non-workspace objects, such aslogos to provide a corporate identity to the navigation GUI. Thenon-workspace objects are displayed in the left navigation GUI 504. Asillustrated in FIG. 5, the current logo 501 is shown on the screen. Anadministrator can choose to set the default logo by selecting the “SetDefault Logo” button 502 and selecting the file of the logo in field503. The logo information is stored in the T_APPLICATION_LOGO table 303.

FIGS. 6A-6C illustrate the set up of companies that will be sharing thenavigation GUI. An administrator can set the companies, divisions, anddepartments in the system. Information for a company is stored in anentry in the T_MD_COMPANY table 310. As illustrated in FIG. 6A, theadministrator sets the name 601, description 602, the address, city, andstate 603, country 604, and postal code 605. The date that the company'srecord was created 608 and the date that the company information waslast updated 609 are also stored in the T_MD_COMPANY table 310.

An administrator can further select the Archive 606 or Lock 607 options.These options provide the ability to lock or archive the system'selements or documents. These options are important in supporting thecompliance aspect of the system, where any user, company or element,including any document ever put in the system, is maintained forever.Selection of the Lock option 607 provides the ability to protect anentity so that no other person can change or remove it from the system.The selection of the Archive option 606 means that the record for thecompany will be removed from the view on the system but will remainwithin the system's database and could be retrieved if needed.

As illustrated in FIG. 6B, a division can be created and associated withthe company by selecting “Add Division” 610. The administrator is thenprompted for information for the division. Division information isstored in an entry in the T_MD_DIVISION table 311. The administratorsets the name of the division, the company with which the division isassociated, the date the division's record was created, and the date thedivision information was last updated, which are stored in the entry.The entry references the company in the Company_ID field. Theadministrator can further select the archive option 613 and/or the lockoption 614 for this division.

As illustrated in FIG. 6C, a department can be created and associatedwith the division by selecting “Add Department” 611. The administratoris then prompted for information for the department, such as through aprompt window 612 for the department name. Information for thedepartment is stored in an entry in the T_MD_DEPARTMENT table 312. Theadministrator sets the name of the department, the division with whichthe department is associated, the date the department's record wascreated, and the date the department information was last updated, whichare stored in the entry. The entry references the division in theDivision_ID field. The administrator can further select the archiveoption and/or the lock option (not shown).

2. Resources

FIGS. 7-8B illustrate the set up of resources. Resource information isstored in the T_OBJ_RESOURCE table 329. As illustrated in FIG. 7, thesystem first displays the available resources templates 701, which arestored in the T_RES_TMPLT table 335. The fields in a resource templateare stored in the T_RES_TMPLT_FIELD_TYPE table 336, theT_RES_TMPLT_FIELD table 337, and the T_RES-TMPLT_FIELD_OPTION table 338.An administrator can choose one of the available resource templates 701from which to create a new resource template. As illustrated in FIG. 8A,when creating a new resource template, an administrator selects thefield(s) they want to use in the resource that will be created from theresource template. The system will contain a list of available fields802, such as Action Communicated To, Action Taken, Assistance Requested,and others as shown in FIG. 8A. In addition, an administrator can addnew fields by defining the type of field and the elements presented. Asillustrated in FIG. 8B, the fields can then be placed in the order inwhich they will appear in the resource template by setting the sequence803. The creation of a resource from the resource template is describedfurther below in the User's Experience section.

The administrator can further create template categories (not shown) towhich the resource template can be related. The template categories arestored in the T_RES_TMPLT_CATEGORY table 339, with the resourcetemplate/category association stored as an entry in theT_RES_TMPLT_CATEGORY_MAP table 340.

3. Workspaces

FIGS. 9A-9E illustrate the set up of workspaces. An administrator setsworkspace information, which is stored in the T_WORKSPACE table 346. Asillustrated in FIG. 9A, workspace information includes the name of theworkspace 901, a description of the workspace 902, the date theworkspace record was created 905, and the date the workspace informationwas last updated 906. The administrator can further select the archiveoption 903 and/or the lock option 904.

As illustrated in FIG. 9B, the administrator can add users 907 asmembers of the workspace. Information for each user member is stored inthe T_WORKSPACE_MEMBER table 348. The information includes the identityof the user member, the User_ID coming from the T_USER_PROFILE table341. The workspace to which the user is a member is stored in theWorkspace_ID field, the workspace ID coming from the T_WORKSPACE table346. As illustrated in FIG. 9C, each member is assigned privileges orroles 908. The role of a member is stored in the Role_ID field in theT_WORKSPACE_MEMBER TABLE 348, the Role_ID coming from theT_WORKSPACE_ROLE table 347.

If a workspace group is created (not shown), then the workspace groupinformation is stored in the T_WORKSPACE_GROUP table 349. Users are thenadded as members of the workspace group by adding an entry to theT_WORKSPACE_GROUP_MEMBER table 350 with a user's Member_ID and aGroup_ID for a workspace group. The Member_ID comes from theT_WORKSPACE_MEMBER table 348. This links users to the workspace group.

As illustrated in FIG. 9D, resource templates 909 can be associated ordisassociated with the workspace by checking the appropriate resourcetemplate and selecting the Add button 910 or Remove button 915. Theassociation is stored in the T_WORKSPACE_RES_TMPLT table 352, whichstores the Workspace_ID from the T_WORKSPACE table 346 and theRes_Tmplt_ID FROM THE T_RES_TMPLT table 335 in the same record. Theadministrator can further select the archive option 916 or the lockoption 917 for any of the resource templates 909.

As illustrated in FIG. 9E, quick links can also be added to theworkspace. The quick links are stored in the T_WORKSPACE_QUICK_LINKtable 351, including the name 911 of the quick link in the Name field,the description 912 of the quick link, the URL 913 for the quick link,and whether the Target 914 of the quick link is to be displayed in a newwindow or the same window as the workspace.

4. Users

FIGS. 10A-10F illustrate the set up of users. Setting up users is a keyfunction of the system administrator. Users can be added to and removedfrom the system at any point in time. Since the activities of a user arerecorded and information loaded by users might be in use after theuser's departure, there is a need to maintain the identity of a usereven after he has left or has been terminated from using the system.Therefore, a user is never deleted but rather “archived”. Theadministrator can create a new user by setting the personal information,provide passwords, and associate the user's role within the system.Users are associated with a company, division, and department as set inthe company's profile option. The administrator can update users'information or archive them.

As illustrated in FIG. 10A, the administrator is first shown a list ofexisting users 1030. From this screen, the administrator can select thearchive option 1031 or the lock option 1032 for any of the users 1030.When the administrator selects an “Add User” option (not shown), a blankprofile is displayed, as illustrated in FIG. 10B. The administratorfills in the fields, and the field values are stored in theT_USER_PROFILE table 341 and the T_USER_PROFILE_WORK table 354. The userinformation includes the user name 1001, the email address 1002, the jobtitle 1003, the company 1004, which comes from the T_MD_COMPANY table310, the division, which comes from the T_MD_DIVISION table 311 and thedepartment, which comes from the T_MD_DIVISION table 312. Also set arethe street 1007, city 1008, state 1009, postal code 1010, and country1011 of the user's address, and the user's phone 1012, extension 1013,and fax 1014 numbers. Also stored in the T_USER_PROFILE table 341 arethe first time the user logs in the system, the date the user acceptsthe application license agreement, the date the user's profile wascreated, and the date the user's profile was last updated. Drop downmenu can be used for any of these fields.

As illustrated in FIG. 10C, the administrator can reset the user'spassword by selecting the reset password button 1015. The password isstored as part of the user's record in the T_USER_LOGIN table 342, whichalso stores the date the password was created, the date the login recordwas created, and the date the login record was last updated. Users canbe archived by selecting the archive option 1016, and/or or locked byselecting the lock option 1017.

As illustrated in FIG. 10D, the administrator can authorize the user foradministrative roles by selecting a super-admin (site administrator)option 1018, a GUI administrator option 1019, or a backup administratoroption 1020. The super-admin has authority to manage anything in thesystem. The GUI administrator has authority only to manage the navigatorGUI. The backup administrator has authority to manage only the backup ofthe system. The user's role is stored in the T_USER_ADMIN_ROLE table345, which includes the User_ID and the Role_ID fields. The User_IDcomes from the T_USER_PROFILE table 341, and the Role_ID comes theT_ADMIN_ROLE table 301.

The administrator can assign users 1021 to each workspace. At the timeof selecting a workspace, the administrator can assign to users rolesand privileges. Possible roles include Workspace administrator, Manager,User, and Viewer. These assignments are stored in the T_WORKSPACE_MEMBERtable 348, which includes the User_ID field from the T_USER_PROFILEtable 341, and the Role_ID field from the T_WORKSPACE_ROLE table 347.Users can have different roles in different workspaces. For example, asillustrated in FIG. 10E, user Janet Alhgren is given access to theworkspaces listed 1021 and assigned the roles listed 1022 in eachrespective workspace.

As illustrated in FIG. 10F, the administrator can select History andview the log of each user' access to the system. The login history isstored in the T_USER_LOGIN_HISTORY table 343.

D. User Experience

Once the system administrator sets up an account for a user, the userhas the ability to log into the system and access the workspaces. Theuser is provided with a URL for accessing the workspaces, as well as aunique username and password. The user, through a web enabledapplication, accesses the site at the URL. FIGS. 11A-33G show an exampleuser's experience in using the system to access workspaces.

1. Login

The user launches an Internet browser application at a client and entersthe URL address in the browser address field. The user enters the username and password provided by the administrator in the logon screen,illustrated in FIG. 11A. A corporate network and server usage messagemay show, as illustrated in FIG. 11B. The user continues by acceptingthe terms.

For first time users, a screen will display the licensing agreement andterms of use, as illustrated in FIG. 11C. The user continues byselecting an accept button 1101. The user is then provided anopportunity to add, update, or correct his personal profile information,as illustrated in FIG. 12. The personal profile information is stored inthe T_USER_PROFILE table 341 and the T_USER_PROFILE_WORK table 354, andthe preferences are stored in the T_USER_PREFERENCES table 344.

The person profile information includes the user's first name 1201 andlast name 1202, address 1203, street 1204, city 1205, state 1206,country 1207, and postal code 1208, and the phone 1209, mobile phone1210, and pager 1211 numbers.

The user preferences include the default workspace 1212, the defaultnavigator tab 1213, and the default language 1214. The user can furtherchoose whether or not to receive email alerts and/or email messages byselecting/deselecting the email alerts option 1215 and email messagesoption 1216.

Future logons by the user will bypass the licensing agreement and thepersonal profile setup.

2. Overview Screen

After logging on, the user is displayed the overview screen of thedefault workspace, an example of which is illustrated in FIG. 13. Theoverview screen is divided into areas that provide the tools to interactwith the system and navigate through the system. The areas include: (A)Default workspace 1301 and a pull down selection to navigate to otherworkspaces (if applicable); (B) Navigator screen 1302, which is dividedinto two tables for agencies (domains) and operations (initiatives); (C)overview workspace screen 1303, which includes the logo, a descriptionof the displayed workspace, and a list of administrators; (D) List ofnew alerts 1304; (E) Detail view 1305 (hidden) which shows the agency,operation, or resource when selected; (F) List of actions 1306 a throughwhich the user can start working in the workspace, which can also betaken through pull down tabs 1306 b; (G) Message Center 1307 (hidden),providing the ability to see all alerts and messages and the ability forthe user to read, send, forward, or reply to alerts and messages; (H)Search 1308 (hidden), for searching the agency, operation, or resourceof the workspace; (I) Quick links 1309, which provide general purposelinks to web sites or tools; (J) Recently viewed information 1310 forquick reference to last visited pages; (K) Details 1311, which includescreation date and updated date for the workspace, and a list ofworkspace members on-line or off-line; (L) Tools and print 1312 forediting the welcome screen, if the user has permission to do so, or toprint the page; (M) User name display 1313; and (N) Logout button 1320to ensure that sessions are terminated.

FIG. 14 shows an isolated view of the default workspace screen 1301. Thedefault workspace 1301 includes a title or name of the workspace 1401, alogo or graphic 1402 representing the agency, department or any uniqueidentity for the workspace or its users, a description 1403 thatexplains the workspace's goal or its purpose, and a list of workspaceadministrators 1404 and a link 1405 for sending a message to any of theadministrators with issues like access, permissions or guidelines. Thelogo is stored in the T_APPLICATION_LOGO table 303. The name 1401 anddescription 1402 are stored in the T_WORKSPACE table 346. The list ofadministrators 1404 is stored in the T_WORKSPACE_MEMBER table 348 asusers with a Role_ID field that indicates an administrator role.

The workspace 1301 further includes the list of unread alerts 1304 thatare in the user's Message Center, actions 1306 a, quick links 1309,recently viewed list 1310, and details 1311. The alerts 1304 are storedin the T_OBJ_DATA_ALERT_USER table 319. Selecting any of the alerts willopen the Message Center and the appropriate alert for reference. TheMessage Center will be further described later in this specification.

The actions 1306 a provide direct access to respective Creates dialogwhere users create new structures or shareable resource element for anagency, operation, resource or message. The create dialogues are shownand described later below. The agency (domain) is stored in theT_OBJ_DOMAIN table 326. The operation (initiative) is stored in theT_OBL_INTIATIVE table 327. The resource is stored in the T_OBJ_RESOURCEtable 329. The agency, operation, and resource are associated with aworkspace through the T_OBJ_DATA table 318 as illustrated in FIGS.4C-4E.

The quick links 1309 provide quick access to general purpose information(or tools) related to the main function of a workspace. The quick linksare stored in the T_WORKSPACE_LINK table 350.

The recently viewed list 1310 shows the last screens the user visited.The list is refreshed during logon. Selecting any of the presentedentries will open the page in detail view. This enables a user to “jump”to recently visited pages without the need to use the navigator 1302(FIG. 13).

The details 1311 provide information on the date the workspace wascreated or modified, stored in the T_WORKSPACE table 346. Depending onthe options set up by the administrator for the user, the details 1311may provide the ability to view other workspace members and whether theyare online or offline.

FIGS. 15A-15B show isolated views of the navigator 1302. The navigator1302 shows the two different views of the resources: the agencies(domains) 1501 and the operations (initiatives) 1502. The two views areselectable through the tabs at the top. Through these views, the entiredomain 115 and initiatives 125 hierarchies (FIG. 1) can be accessed. TheAgencies 1501 are stored as domains in the T_OBJ_DOMAIN table 326, andthe Operations 1502 are stored as initiatives in the T_OBJ_INITIATIVEtable 327. These labels can have different names to address the type orfunction of the organization. Renaming the labels can be done by theadministrator.

FIG. 15A shows an example agency view 1501 in the navigator 1302. Theagencies represent the organizational structure of the groups comingtogether, whether they are multiple agencies 1503 or departments 1504within an organization. These structural elements organize the availableinformation and tools, while indicating who is responsible for creatingand maintaining the resources gathered within their domain ofresponsibility. Here, Federal Agencies is the workspace. Under theFederal Agencies workspace are the agencies (domains) hierarchy. Theagencies hierarchy includes sub-domains/sub-agencies, including theDepartment of Agriculture, Department of Commerce, etc. Under theDepartment of Agriculture sub-agency 1503 is the resource named AvianInfluenza 1504. Selecting the resource 1504 displays the resource'sobjects in the workspace details view 506, as shown in FIG. 15C.

FIG. 15B shows an example operation view 1502 in the navigator 1302. Theoperations represent one or more process structures or how the groups orteams accomplish the goals of the workspace. The operations processstructure enables users to bring together at each step the resources(tools and information) needed to accomplish that task. The resources1505 are predefined structure modules created from resource templates.Each resource 1506 can contain fields for data entry, attacheddocuments, and presentations, links to web sites and tools, discussionforums and more. The creation of a resource is described further below.

The resources can be renamed by an administrator to better representtheir usage. They can be presented as many times as desired both theagency and operation hierarchies without duplication. This allows usersto update and add information in a single place and instantly providethese upgrades to all users without replication. Here, Federal Agenciesis the workspace. Under the Federal Agencies workspace are theoperations (initiatives). The operation hierarchy 1505 includessub-operations, including the Agriculture/Food Disasters,Chemical/HazMat Disasters, etc. Under the operations are the objects(hidden) associated with the operations. Selecting one of the objectsdisplays the object's details in the workspace details view 1305. Duringthe launching of the application, the navigator 1302 will be displayedand remain continuously on the screen.

3. Agency (Domain) Screens

Selecting any of the agencies 1503 from the navigator 1302 will displaythe agency information within the workspace details view. FIGS. 16A-16Dshow views of the agency information. FIG. 16A shows the agency mainscreen. The agency main screen 1601 includes the name of the agency1602, actions 1603, and details 1606. The actions 1603 include edit 1604and alerts 1605.

When a user selects the create button 1607 to create a new agency entry,or selects the New Agency option 1317 (FIG. 13) in the overview screen1301, the screen illustrated in FIG. 16B is shown. The user sets thetitle 1616 of the agency and the description 1617 of the agency. Bothare stored in the T_OBJ_DATA table 318, with the ID of the agency storedin the T_OBJ_DOMAIN table 326 referenced in the Parent_ID field in theT_OBJ_DATA table 318. (See FIG. 4C.) The placement in theparent/daughter domain hierarchy 1618 can also be set, with the parentdomain stored in the Parent_ID field of the daughter domain record inthe T_OBJ_DATA table 318. The daughter will carry the permissions setupof the parent.

Once created, the new entry is displayed, as illustrated in FIG. 16C.Agency elements can be managed by selection any of the action options:details 1620, owner 1621, permissions 1622, and delete 1623. Selectingdetails 1620 will open a window similar to the create window shown inFIG. 16B and will allow users to change the title, description, orreposition the agency under another parent agency. Selecting owner 1621will open a window illustrated in FIG. 16D, which will provide users theoption to reassign the responsibility for the agency element to anotheruser. The owner is stored in the Owner_ID field in the T_OBJ_DATA table318. This feature provides accountability for maintenance of thesystem's elements because there must always be a user named as theprimary owner for each object. Returning to FIG. 16C, selectingpermissions 1622 provide users with the option to change thepre-assigned permissions that were granted during the creation of theparent agency. Users can add or remove groups or individual users, orchange the permission level for viewer, user, manager, or administrator.These permissions are stored in the T_OBJ_DATA_PERM_GROUP table 320 andthe T_OBJ_DATA_PERM_USER table 321. Selecting delete 1623 will archivethe agency entry and remove it from view.

Every change to the agency will be marked as an update and will bedisplayed in the details window 1606.

Users can elect to be or not be alerted of any changes to agencyelements by toggling the receive alert option 1624. When toggled “on”,an alert entry will be generated within the message center. The messagecenter is described later below. The receive alert option 1624 istransferred to all daughter domains. To send an alert to other users,the send alert option 1625 is selected. This will open a message windowwhere groups and users are selected and a message to accompany the alertcan be typed.

4. Resources

The resources are the main working elements of the application. Theycontain information, tools, links, and data. Resources are created fromresource templates as set by the administrator and assigned to specifiedworkspaces. How a resource template is built is described above in theadministrative setup section. Each resource is “owned” by a specificuser who is responsible for creating and maintaining the contents.

FIGS. 17A-17C show the creation of a resource. To create a resource, theNew Resource option 1318 (FIG. 13) on the overview screen 1301 isselected, and a new resource creation dialog is shown to the user, asillustrated in FIG. 17A. The user selects a resource template 1701 to beused for building the resource. An administrator might have defined thetemplate within a category 1702 to help reduce the number of templatespresented to the users. The resource templates are stored in theT_RES_TMPLT table 335, and the resource template categories are storedin the T_RES_TMPLT_CATEGORY table 339. A resource template related to atemplate category through an entry in the T_RES_TMPLT_CATEGORY_MAP table340.

Once the resource template is selected, a blank resource template screenis opened, as illustrated in FIG. 17B. The user enters the title 1703and description 1704, as well as the name 1705-1706, address 1707,birthday 1708, and education 1709 of the owner of the resource. The userfurther sets the default placement of the resource in the navigator treeby selecting the parent resource 1710. These pieces of information arestored as records in the T_OBJ_DATA table 318. A completed resource viewis shown in FIG. 17C.

Access to the resource is based on permissions. The permissions areautomatically set when a resource is created and, during the creationprocess only, are inherited from the original parent domain/agency orresource in which it is created. At any time, users can confirm thepermissions set up or make changes to users and groups by selecting thepermissions option 1711. These permissions are stored in theT_OBJ_DATA_PERM_GROUP table 320 and the T_OBJ_DATA_PERM_USER table 321and were set by the system administrator.

Once a resource is created, content can be added to the resource throughthe create options 1712. The create options include discussion topic1713, link 1714, RSS feed 1715, text document 1716, and upload document1717. These options are optional and are selected to be included withthe resource template by the system administrator.

a. Discussion Topics

FIGS. 18A-18D show the set up of discussion topics for a resource.Discussions are asynchronous chat boards that provide users with a placeto exchange questions, opinions, and remarks in relation to the resourcetopic. Being asynchronous, it provides the ability to exchangeinformation even when members are offline.

By selecting the discussion topic option 1713 (FIG. 17C), an add adiscussion topic dialog is opened, as illustrated in FIG. 18A. The userenters a topic name 1801 and enters text into the comments field 1802.The user selects the submit button 1803 to upload the discussion, thereset button 1804 to start over, and the cancel button 1805 to close andreturn to the previous screen. Once submitted, the discussion topic isstored in the T_DISCUSSION_TOPIC table 307 and linked to the resource bystoring the resource's ID in the Resource_1D field.

FIG. 18B shows an example discussion topic new. The view includes thetopic name 1811, the author 1812, the date and time of the posting 1814.A user with the proper permissions can read the topic and reply byselecting the reply button 1810. A reply dialog is then displayed, asillustrated in FIG. 18C, in which the user can type his reply in thecomments field 1815. When the submit button 1816 is selected, the replyis stored in the T_DISCUSSION_REPLY table 308.

The discussion topic is then shown with the original discussion 1817 andits replies 1818, as illustrated in FIG. 18D. Discussions are organizedas threaded discussions, and the replies are indented to present avisual hierarchy of replies.

h. Links

FIGS. 19A-19I show the set up of links for a resource. Links providesquick access to information or tools through providing a network path,like a URL (Uniform Resource Locator). Other types of links can point toor documents on a shared file server. Links are also provided forconnecting various resources or knowledge boards within the applicationso people can access them within the resource topic they are currentlyutilizing.

To create a link, the link option 1714 (FIG. 17C) is selected. An add alink dialog is displayed, as illustrated in FIG. 19A. The user enters atitle 1901 and a description 1902 of the link. The link type 1903 ofeither external or internal is selected. External link type is for linksto external web sites or other systems. Internal link type is for linksto resources or knowledge boards within the application. The URL for thelink 1904 is entered. The user selects the submit button 1905 to uploadthe link, the reset button 1906 to start over, and the cancel button1907 to close and return to the previous screen. Once submitted, thelink is stored in the T_OBJ_RESOURCE_INFORMATION table 330 and theT_OBJ_RESOURCE_LINK table 332. The link is then shown in the resourceworkspace, as shown in FIG. 19B, which includes the title 1950, type1951, version 1952, date updated 1953, and a details option 1954.

Selection of the title 1950 opens a new window in the web browser todisplay the contents of the listed URL file or tools, or to launch theappropriate software application. To view details of the link, thedetails option 1954 is selected, and a link details dialog is displayed,as illustrated in FIG. 19C. The dialog displays the title 1910,description 1911, URL 1912, name of the creator 1913, date created 1914,and date updated 1915. To archive the link and remove it from view, thearchive button 1916 is selected.

To change any of the link parameters; the edit tab 1920 is selected, asillustrated in FIG. 19D. The user can modify or update a name 1921,description 1922, link type 1923, and/or URL 1924. The user selects thesubmit button 1925 to upload the changes, the reset button 1926 to startover, and the cancel button 1927 to close and return to the previousscreen.

Some resource topics can benefit from an internal link connecting toanother element in the workspace. A user with permission to accessmultiple workspaces can also link the resources across workspaces. FIG.19E shows the creation of an internal link. The internal link provides alink internally to another agency, resource, operation or knowledgeboard. On the link dialog, the internal link option 1928 is selected.The browse button 1908 is selected to display, as illustrated in FIG.19F, a list of agencies 1960, operations 1961 (hidden), resources 1962,and knowledge boards 1963, under various workspaces 1964. One of theseobjects is selected by selecting the select button 1965. A link to theobject is automatically entered in the field 1929 in FIG. 19E. Once theinternal link is uploaded, it is displayed in the resource workspace, asshown in FIG. 19G, including the title 1970, type 1971, version 1972,date updated 1973, and a details option 1974.

Selection of the details option 1974 displays the link details in a newwindow, as illustrated in FIG. 19H. The internal link details presentsall the information related to the link, including name 1930,description 1931, link 1932, name of the creator 1933, date created1934, and date updated 1935. To archive the link and remove it fromview, the'archive button 1936 is selected.

To change any of the link parameters, the edit tab 1947 is selected, asillustrated in FIG. 19I. The user can modify or update a name 1940,description 1941, link type 1942, and/or URL 1943. The user selects thesubmit button 1944 to upload the changes, the reset button 1945 to startover, and the cancel button 1946 to close and return to the previousscreen.

c. RSS Feeds

Some resources can benefit from regular and automatic informationupdates provided through RSS feeds. An RSS feed is a web feed formatused to publish frequently updated content from Internet websites. RSScontent is read in a special web browser window called an RSS reader. Tolink to an RSS feed, the user needs to define the link/address of thefeed. Many news providers provide RSS feed links on their web sites.

FIGS. 20A-20F show the set up of RSS feeds for a resource. The userfirst locates a site providing the RSS feed and captures the URL. To addan RSS feed to the workspace, the RSS Feed option 1715 (FIG. 17C) isselected. An add a RSS feed dialog is displayed, as illustrated in FIG.20A. The user enters a title 2001, a description 2002 of the RSS feed,and the URL 2003 for the RSS feed. The user selects the submit button2004 to upload the RSS feed, the reset button 2005 to start over, andthe cancel button 2006 to close and return to the previous screen. Oncesubmitted, the RSS feed is stored in the T_OBJ_RESOURCE_INFORMATIONtable 330 and the T_OBJ_RESOURCE_RSS table 333. The RSS feed is thenshown in the resource workspace as shown in FIG. 20B, including thetitle 2030, type 2031, version 2032, date updated 2033, and a detailsoption 2034.

Selection of the RSS feed title 2030 launches the web site with a fullarticle, as illustrated in FIG. 20C. The user can choose to view thedetails of the RSS feed by selecting the details option 2024, asillustrated in FIG. 20D. The RSS feed details presents the informationrelated to the RSS feed, including the name 2010, description 2011, URL2012, name of the creator 2013, date created 2014, and date updated2015. To archive the RSS feed and remove it from view, the archivebutton 2016 is selected.

To change any of the RSS feed parameters, the edit tab 2017 is selected,as illustrated in FIG. 20E. The user can modify or update a name 2020,description 2021, and/or URL 2022. The user selects the submit button2023 to upload the changes, the reset button 2024 to start over, and thecancel button 2025 to close and return to the previous screen.

d. Text Files

The option to create a text file provides users with the ability tocreate text and add a “.txt” file to the system without using a workprocessing program. A text file (.txt) can be opened with a standardtext editor program provided by all computers. This is a simple and easyway to create and share written documents with other users. It is alsoan easy way to share and preserve emails by simply copying the email,paste it into an open text document, and storing it in a resource. Theemail information thereby becomes part of the resource and can beshared.

FIGS. 21A-21F show the set up of text files for a workspace. To add atext file, the Text Document option 1716 (FIG. 17C) is selected. Acreate a text file dialog is displayed, as illustrated in FIG. 21A. Theuser enters a title 2101, a description 2102 of the text file, a filename 2103, and the document contents 2104. The user selects the submitbutton 2105 to create and save the text file, the reset button 2106 tostart over, and the cancel button 2107 to close and return to theprevious screen. Once submitted, the text file is stored in theT_OBJ_RESOURCE_INFORMATION table 330 and the T_OBJ_RESOURCE_DOCUMENTtable 331. The text file is then shown in the resource workspace asshown in FIG. 21B, including the title 2140, type 2141, version 2142,date updated 2143, and a details option 2144.

Selection of the text file title 2140 displays the text content in atext editor program, as illustrated in FIG. 21C, where it can be viewed,edited or save to the user's computer under a different file name. Thesave allows users to add the file to their local computer for futureuse, re-naming it as necessary.

The user can choose to view details of the information on the text fileby selecting the details option 2144, as illustrated in FIG. 21D. Thetext file details include the file name 2110, description 2111, latestversion 2112, file size 2113, name of the creator 2114, date created2115, whether the file is compressed 2116, whether the file is encrypted2117, the MD5 checksum 2118 for the file, and the mime type 2119. Toarchive the text file and remove it from view, the archive button 2120is selected.

To change any of the text file parameters, the actions tab 2132 isselected, as illustrated in FIG. 21E. The user can modify or update aname 2125 and/or description 2126. The user can add a comment 2127and/or upload a new version of the file 2128. The user selects theupload button 2129 to upload the changes or the reset button 2130 tostart over. In order to upload a new version of the text file, the usermust first check the file out of the repository. If no changes were madeand the user elects to permit the use of the currently loaded text file,the user selects the undo checkout button 2131.

To view the history of the file and changes made to it, the user selectsthe history tab 2133, as illustrated in FIG. 21F.

e. Documents

The system enables the loading and storing of document files in anyformat, such as Microsoft Word™, Excel™, PowerPoint™ files and mostother multimedia formats (sound, pictures, graphics, text). For thepurpose of simplicity, these file formats are referred to herein as“documents”. To share documents with other users will require thoseusers to have the appropriate software application on their computer tolaunch and open the specific file format.

The adding of a document here differs from the adding of a text fileabove in that the documents are not in a *.txt format. The documentsalso exist locally to a user prior to being added to the workspace.

FIGS. 22A-22F show the adding of a document to the workspace. To uploada document, the Upload Document option 1717 is selected (FIG. 17C). Anadd a document dialog is displayed, as illustrated in FIG. 22A. The userenters a title 2201, a description 2202, and the file to upload 2203.The user selects the submit button 2204 to upload the document, thereset button 2205 to start over, and the cancel button 2206 to close andreturn to the previous screen. Once submitted, the document is stored inthe T_OBJ_RESOURCE_INFORMATION table 330 and the T_OBJ_RESOURCE_DOCUMENTtable 331. The document is then shown in the resource workspace as shownin FIG. 22B, including the name 2250, type 2251, version 2252, dateupdated 2253, and a details option 2254.

Selection of the document name 2250 launches the application with whichthe document is associated and displays the document contents in theapplication. The user can choose to view details of the document byselecting the details option 2254, as illustrated in FIG. 22C. Thedocument details include the file name 2210, description 2211, latestversion 2212, file size 2213, name of the creator 2214, date created2215, whether the document is compressed 2216, whether the document isencrypted 2217, the MD5 checksum 2218 for the document, and the mimetype 2219. To archive the text document and remove it from view, thearchive button 2220 is selected.

To change any of the document parameters, the action tab 2221 isselected, as illustrated in FIG. 22D. The user can modify or update aname 2225 and/or description 2226. The user can add a comment 2227and/or select a new version of the document to upload 2228. The userselects the upload button 2229 to upload the changes or the reset button2230 to start over. In order to upload a new version of the document,the user must first check the document out of the repository, as shownin FIG. 22E. If no changes were made and the user elects to permit theuse of the currently loaded document, the user selects the undo checkoutbutton 2231 (FIG. 22D).

To view the history of the file and changes made to it, the user selectsthe history table 222, as illustrated in FIG. 22F.

f. Updating a Resource

FIGS. 22G-22I show the updating of a resource. A resource can be updatedby selecting the details option 1720 (FIG. 17C). An update a resourcedialog is displayed, as illustrated in FIG. 22G. The user can modify orupdate the title 2231, description 2232, owner's name 2233, address2234, birthday 2235, education 2236, assignment 2237, and/or the parentagency 2238. The user selects the update button 2239 to submit thechanges, the reset button 2240 to start over, or the cancel button 2241to terminate the operation and return to the previous screen.Discussions, links, RSS feeds, text documents, and/or loaded documentsare not affected and will not be changed, moved, or deleted.

The owner is the original creator of a resource. When there is a need toassign a resource to a different owner due to personnel changes, newresponsibilities, or any other reason, a user can select the owneroption 1721 (FIG. 17C). A change ownership dialog is displayed, asillustrated in FIG. 22H. A new owner can then be selected from the pulldown menu.

A resource can be deleted by selecting the delete option 1722 (FIG.17C). A delete confirmation dialog is displayed, as illustrated in FIG.22I. The user selects the confirm button 2242 to complete the processand the cancel button 2243 to terminate and return to the previousscreen. Deleted resources are removed from the users' view and archivedin the system archive storage. No information is permanently deleted.Administrators can un-archive “deleted” resources as required.

g. Alerts

Users can receive an alert message for any change made to each resourcelisted. FIG. 23A shows the set up of alerts for a workspace. When theuser selects the Receive Alert option 1718 (FIG. 17C), an alert entry isgenerated within the message center. The message center is describedfurther below. Selection of the Receive Alert option 1718 toggles theoption on and off. To send an alert to other users, the Send Alertoption 1719 is selected. This will open a message window, as illustratedin FIG. 23A, where groups or users are selected and a message toaccompany the alert can be typed. The alerts and the users to which thealerts are sent are stored in the T_OBJ_DATA_ALERT_USER table 319.

h. Resource Derails

The resource details 1723 (FIG. 17C) provide users with information onthe owner who originally created the resource, or the owner who has theresource re-assigned to them. Users can communicate with the owner ofthe resource by selecting the owner's highlighted name 1724. A newmessage dialog will then open, as described further below in the contextof the message center. The resource details further display the name ofthe resource template and the version used to create the resource, thedate the resource was created, and the last modified date.

i. Importing Resources

The system allows users to import information from an application, suchas an Excel worksheet, and automatically create multiple resources.These resources will be created within a selected organization/domainand will automatically be assigned the permission of the parentorganization in which they are created.

Users can import any Excel file that contains information organized incolumns and rows where the first row defines the field names and thefollowing rows are the records of information. Each row will be importedas a single resource. The system attempts to match column names with theresource template fields. Users can manually match columns and fields aswell.

The administrators who create the resource templates have the option toexport an Excel file that exactly matches the fields and columns andprovide it to users as a guide. This Excel template will guide users tocreate a data source that can be easily and directly imported intospecific resources in the system. An Excel file exported directly fromthe resource template will have the fields of the template alreadyposted in the first row and represent all the fields as columns. Userswill fill out the Excel file with the required information in a formatorganized as rows of data for each resource. This will simplify theimport of data from an Excel file to a resource.

FIGS. 23B-23C show the importing of resources for a workspace. To importan Excel sheet, the user selects the Import Resources option (not shown)from the create pull down menu 1314 (FIG. 13). An import resourcesdialog is displayed, as illustrated in FIG. 23B. The user selects theresource template 2301 that the user wants to use as the format for theimported data, the source data file 2302 to import, and the parentdomain 2303 where the new resource will reside. The user selects thecontinue button 2304 to import the resource, the reset button 2305 tostart over, and the cancel button 2306 to terminate and return to theprevious screen.

When importing, the system attempts to match the field names in theresource template with the column headers, and displays the matchedfields as shown in FIG. 23C. If the system cannot match fields, it willleave those fields blank. The user can manually select the columnheaders and match them to the selected fields, as shown in FIG. 23D.Once the matching process is completed, the data is imported and the newresource is created.

5. Knowledge Boards

Knowledge boards enable users to create a report based on theinformation fields contained resource templates, and hence in theresources. Users can customize this to display specific selected columnsand filter information according to specific keywords or values. Theresulting display in a table in the format of columns (fields) and rows(resources) which dynamically displays a real-time data from across theworkspace.

FIGS. 24A-24E show the set up of knowledge boards. When the user selectsthe knowledge board option (hidden) under the create button 1314 (FIG.13), a knowledge board dialog is displayed, as shown in FIG. 24A. Theuser can enter a title 2401, description 2402, and which resourcetemplates 2403 to include in the knowledge board. The user selects thecreate button 2404 to create the knowledge board, the reset button 2405to start over, and the cancel button 2406 to close and return to theprevious screen. Once created, a new knowledge board entry 1315 (FIG.13) will be added to the navigator screen 1301. The knowledge board isstored in the T_OBJ_DASHBOARD 322, T_OBJ_DASHBOARDRES_TMPLT 323,T_OBJ_DASHBOARD_FIELD_DEFAULT 324, and T_OBJ_DASHBOARD_FIELD_TMPLT 325tables.

When the knowledge board is selected, a knowledge board window isdisplayed, as shown in FIG. 24B, which includes the title 2410 of theknowledge board, editing buttons 2411, and the selected resource displayscreen 2412. The title bar of the resource display screen includes theresource template name 2413, version number 2414, and total number ofresources 2415 the user has permission to view. This information on theresources and the resource templates are stored in the T_OBJ_RESOURCE329 and T_RES_TMPLT 335 tables. The link of a resource to a resourcetemplate is stored in the Resource_Kit_ID field in the entries of theT_OBJ_RESOURCE table 329. Once filtering is added, the numbers will showthe number of resources displayed out of the total available resources.

To customize the report, the configure button 2416 is selected, and aconfigure dialog is displayed, as shown in FIG. 24C. The configuredialog is divided into two parts. The first part 2420 contains theresource default fields, and the second part 2421 contains the resourcetemplate fields. Customization of the selected fields to be displayed ascolumns is completed by a check mark. The title name of the resource isdisplayed by default. Checking the top box in each group willselect/deselect all fields in the list. To filter each field by aspecific keyword, the word is typed into the field 2422 on the right orselected from a list 2423. The user selects the submit button 2424 toupload the updated knowledge board, the reset button 2415 to start over,and the cancel button 2426 to close and return to the previous screen.Here, the Name field in the resources, and the Address and Assignmentfields in the resource templates, are selected to be in the report, withthe Assignment field filtered to show only those in the NY Field office.

Once submitted, the knowledge board with the newly added fields isdisplayed, as shown in FIG. 24D, according to the configured filter. Theknowledge board shows the resource's name, address, and assignmentfields for assignments in the NY field office. As illustrated in FIG.24E, the knowledge board can be managed by selecting the edit option2430, the permissions option 2431, the delete option 2432, or therefresh option 2433. Selecting the edit option 2430 reopens the createdialog (FIG. 24A) and allows the user to modify the title 2401,description 2402, and select/deselect/add resources 2403. Selecting thepermissions option 2431 allows the user to share the knowledge boardwith other groups and/or individual users. Selecting the delete option2432 removes the knowledge board from view and archives it in storage.The knowledge board is automatically refreshed every time it is opened.Some changes may happen while the knowledge board is displayed. Toensure the data is fully updated, the user can select the refresh button2433 at any time while viewing it. The knowledge board report can beexported to an Excel spreadsheet. Change to data in this Excel exportdocument will not affect, change, or update data stored in the system.

6. Operations (Initiatives)

The operations process structure enables users to bring to others ateach step in the process those resources (tools and information) neededto accomplish that task. In the operations view, users can build thevarious structures that will provide the framework for working with theinformation and tools stored in the system. The operations structureenables the use of resources (shared from the agencies that created andmaintained them) within one or multiple procedures to accomplish a task.

The operations structure might be a timeline listing hours or days withthe information presented in steps, reports and requests for assistance.Or, additional “views” might be step-by-step plans for responding todifferent types of emergencies, Concept of Operations plans, a Nationalor Regional Response Plan, a mutual aid procedure, or any other formatsthat may be relevant to operations of this organization or group oforganizations.

The main benefit of the operations view is that the information createdand maintained in the agencies view can be shared with one or multipleoperations and re-used as many times as required (different operationalplans) without the need to duplicate the information and struggle tokeep it current. Operations enable multiple viewing, usage andorganization of the same data/information by different users fordifferent activities.

With resources and knowledge board reports being shared in theoperations view, any changes, updates or additions will be immediatelydistributed and shared within all the processes and windows where theseresources are being used, thereby eliminating the need to alert usersvia telecommunication or electronic mail.

FIGS. 25A-25F show the set up of an operation. The operations structureis displayed in the navigator 1302 (FIG. 13) as shown in FIG. 25A.Federal Agencies 2540 is the workspace. Under the workspace is theoperation hierarchy 2541. Also part of the workspace, but not in theoperation hierarchy, are the knowledge boards 2542. To create a newoperation entry, the user selects the New Operation option 1316 in theActions section 1306 a of the overview screen 1301 (FIG. 13). A createan operation dialog is displayed, as shown in FIG. 25B. The user entersthe title of the operation entry 2501 and a description 2502, which arestored in the T_OBJ_DATA table 318 and the T_OBJ_INITIATIVE table 327.

When creating a new operation entry, the system will automatically setthe default placement in a parent/daughter hierarchy, as shown in FIG.25C. The system displays the structure of the navigator's operationlayout and places the new entry as a daughter to the operation where theuser is when selecting the create option. At any time, the user canelect to reposition the new entry by selecting any of the check boxes2510. The new sub-element (daughter) Will carry the permissions set upof the parent.

Once the user completes the entry of the title and description of theparent, he may choose the create button 2511 to finish and create thenew entry, the reset button 2512 to clean the fields and start again, orthe cancel button 2513 to terminate the operation and return to theprevious screen.

As shown in FIG. 25D, after selecting the create button 2511, the systemwill create the new operation entry 2520 in the navigator and provide anopportunity to include objects in the operation, i.e., associatingresources and knowledge boards available from various agencies. Aninclude objects dialog is displayed on the right side in FIG. 25D. Theincluded objects details tab 2521 displays a full list of allresources/objects the user has permission to access. The user selectsthe resources 2522 and knowledge boards 2523 to be assigned as objects(available from various agencies) to this operation element. The userselects the update button 2524 to finish and add objects to the newentry, the reset button 2525 to clean the fields and start again, andthe cancel button 2526 to terminate the operation and return to theprevious screen. Each object related to the operation is stored in anentry in the T_OBJ_INITIATIVE_DATA_OBJECT table 328, which referencesthe operation in the Initiative_ID field and the object in theData_Object_ID field.

Once created, the operation is displayed as shown in FIG. 25E. Here, anexample operation, Atlantic Region Hurricane, is shown with one object,the resource, Atlantic Hurricane Season. All operation elements can bemanaged by selecting any of the following options: details 2530, objects2531, owner 2532, permissions 2533, or delete 2534. Selecting thedetails option 2530 opens a window similar to the create window shown inFIG. 25B, which allows users to change the title, description, orreposition the operation under another parent. Selecting the objectsoption 2531 opens an include object window shown in FIG. 25D, whichallows the user to switch, add, or remove resources or knowledge boardsfrom the navigator screen by selecting or deselecting checkboxes.Selecting the owner option 253 provides users the option to reassign theownership responsibility for the operation object to another user. Thisfeature provides accountability for maintenance of the system's elementsby ensuring there is always a specific user associated with each entry.Selecting the permissions option 2533 provides users with the option tochange the pre-assigned permissions that were granted during theobject's creation and inherited from the parent operation. Users can addor remove groups or individual users, or change the permission level forviewer, user, manager, or administrator roles. Selecting the deleteoption 2534 archives the operation entry and removes it from view. Eachchange to the operation is marked as an update and is displayed in thedetails window 2535

Users can select to be alerted of any changes to the operation objects.Selecting the receive alerts option 2536 toggles the option on and offWhen toggled to on, an alert entry is generated within the messagecenter. To send an alert to other users, the send alert option 2537 isselected. This opens a message window, shown in FIG. 25F, where groupsor users are selected and a message to accompany the alert can be typed.

7. Search

A quick search function provides users with the ability to enter akeyword to be searched upon at any time. All the data and informationentered into the fields in the workspace are searchable, includingtitles, description, data fields, and names and descriptions of uploadedfiles. FIG. 26 shows a search results screen. The search results screenprovides the following information: the search keyword 2601; the totalnumber of entries found 2602; and the list of the entries found duringthe search 2603. Selecting any of the highlighted titles of the entriesopens the element in a details window 2604 (hidden). The user can refinethe search by modifying the query term, select to limit the search 2605for a specific entry like resources or document, and select the numberof entries 2606 to be displayed in each screen.

8. Message Center

The message center displays alerts generated by the system, and messagesfrom other groups and/or user of the system. The message center displaysalerts and messages to a specific user, generated from all workspaces.This provides each user with an awareness of activities within otherworkspaces to which they have access.

FIG. 27A shows how a user enters the message center. A user may enterthe message center by selecting any of the alerts 2701 presented in theoverview screen or by selecting the message center tab 2702 from themenu bar. The message center tab displays the number of new messages2703. The message center is updated frequently by the system, and thenumber of new unread messages will reflect the changes. The messages arestored in the T_MESSAGE 314, T_MESSAGE_USER 315, T_MESSAGE_GROUP 316,and T_MESSAGE_RECIPIENT 317 tables. As illustrated in FIG. 27B, a usercan select a refresh button 2704 while working in the message center tocheck for new alerts and messages that have very recently arrived.

a. Alerts

FIG. 28 shows the set up of alerts. Alerts are the messages generatedwithin the system regarding changes for which the user have requestedalerts, or initiated by other users wanting to alert the user of changesmade in specific objects, including agencies, operations, resources, orknowledge boards. The alert message entry contains an identification2801 if the message is new, the message originator (system or user)2802, the subject of the message 2803, workspace 2804 where the messagewas generated from, and the date and time 2805.

Selecting an alert will display the message. The message includes abrief description of the nature of the alert and a link to the element.Selecting the link opens the element in the workspace window. If analert was sent by another user, the message will contain the name of thesender and message the user typed. Each alert is stored in an entry inthe T_OBJ_DATA_ALERT_USER table 319, which references the object in theObject_ID field and the user in the User_ID field.

h. Messages

FIGS. 29A-29F show the set tip of messages. Messages can be exchangedbetween users or groups of users utilizing the message center email-likeoption. To send a message, the new message icon 2806 (FIG. 28) in themessage center screen is selected, and a compose new message dialog isdisplayed, shown in FIG. 29A. The messages are stored in the T_MESSAGEtable 314, which references the workspace in the Workspace_ID field. Theusers tab 2901 can be selected to select individual users as recipients,as shown in FIG. 29B. Here, the users George Arlinton, Charles Medina,and Alex Vernon are selected as recipients. Each user is stored in anentry in the T_MESSAGE_USER table 315, which references the message inthe Message_ID field and the user in the User_ID field. The groups tab2902 can be selected to select groups of users, as shown in FIG. 29C.Each group is stored in an entry in the T_MESSAGE_GROUP table 316, whichreferences the message in the Message_ID field and the group in theGroup_IF field. Each individual user and each user in a group are alsostored as an entry in the T_MESSAGE_RECIPIENT table 317. When a userreads the message, this is marked in this table. The users and groupsnames are then displayed in the send to field 2910, as shown in FIG.29D. The subject 2911 and message 2912 are then typed in. The sendbutton 2913 is selected to send the message, or the cancel button 2914is selected to terminate and return to the message center screen.

As shown in FIG. 29E, messages can be replied to the sender by selectingthe reply icon 2920, replied to all addresses by selecting the reply allicon 2921, or forwarded to other users and/or groups by selecting theforward icon 2922. A compose new message window is then displayed, shownin FIG. 29F, with the previous message displayed and with space to typea new message. When forwarding, users and groups need to be selected asrecipients. The message center is not an external email program andcannot be used to send anything outside the system.

9. Permissions

User access to information in the system is based upon roles andresponsibilities that are setup within the permissions. For eachworkspace, a user can be set up as a viewer, a user, a manager, or anadministrator. These set ups are performed by a system or users'administrator. Users might be set up differently in differentworkspaces, and therefore will have different roles in each workspace.This set up of roles in workspaces supersedes any set up in permissions.

With the Viewer role, a user has view-only permission to see selectedobjects as assigned. The user cannot perform any functions, such ascreate, details, or delete. With the User role, a user can create newobjects like agencies, operations, resources, and knowledge boardswithin objects as assigned. The user cannot change roles or permissions,and will not see objects created by other users that are not shared.With the Manager role, the user can see all the permissions and canassign permissions only to objects for which they have permission tochange. With the Administrator role, the user can see all thepermissions and can assign permissions to anyone at any level: Users whocreate an object are automatically granted full permission to thatobject. They can grant any of their permission levels to other users orgroups they share.

If users can access the permission setup, by definition they havepermission to assign rights to any of the groups of users or individualusers that are visible to them. Permissions are assigned per object andwill be automatically transferred to all sub-objects that are createdlater. The system does not adjust permissions when objects arerepositioned to/from other parent objects. After re-positioning anobject, users must view and update the permissions and attributes forthe moved object(s). Available permissions include read, create, update,and delete. Read permission allows a user to view object elements,including agencies, resources, operations, and knowledge boards (datafields, documents, links, or discussions in resources) only but does notallow the user to make changes. Create permission allows a user tocreate domains, resources, initiatives, and knowledge boards. The usercannot change details documents or links details. Update permissionallows a user to modify the objects (agency, operation, resource), aswell as change details, documents, links, and owners. Delete permissionallows a user to delete/archive the object, to reposition the object,and grant permissions to other users or groups.

FIG. 30 shows the set up of permissions. A user selects the groups tab3001 or users tab 3002 to set up permissions for groups of users orindividual users, respectively. The permission level for each group oruser is then selected. The permissions are stored in theT_OBJ_DATA_PERM_GROUP 320 and T_OBJ_DATA_PERM_USER 321 tables.

10. Personal Setup

FIGS. 3IA-31C illustrate the set up of user's personal preferences andpassword. The preferences are stored in the T_USER_PROFILE table 341 andthe T_USER_PREFERENCES table 344. The set up the personal preferences,the user selects Personal Preferences 3101 from the Administration pulldown menu 1321 (FIG. 13), as illustrated in FIG. 31A. A personalpreferences dialog is displayed, as shown in FIG. 31B. The user sets thedefault workspace 3103 (if they belong to more than one), defaultnavigator tab 3104 (operation or agency), the default language 3105,whether to forward alerts to their registered email account 3106, andwhether to forward message to their registered email account 3107. Theuser can then select an update button (not shown) to submit the changes,or a reset button (not shown) to start over.

Users can elect to change the password for their account by selectingthe Change Password 3102 (FIG. 31A) from the Administrator pull downmenu 1321. A change password dialog is displayed, as shown in FIG. 31C.The user enters the current password 3110, the new password 3111, and aconfirmation of the new password 3112. The user then selects an updatebutton (not shown) to submit the changes, or a reset button (not shown)to start over.

11. Logout

To ensure that the session has terminated on the user's workstation andno other users can access the user's account, the user selects theLogout button 1320 (FIG. 13). The system will terminate the session. Theadministrator also sets a timeout period for the system. If there is noactivity on an open session for the timeout period defined by theadministrator, the system will automatically log out the user andterminate the session.

12. Map Feature

When utilizing the predefined address field in resources, the systemprovides the option to display a map based on the address information,as shown in FIG. 32. The default map option is set by the administrator,and can be a mapping application provided on the Internet or aproprietary mapping application.

E. System Management

In addition to the management of the system, as described above, asystem administrator can set up a number of parameters for supportingapplications, including: document management, email management,encryptions management, mapping management, search management, andsecurity management. These functions are designed to provide enhancedservices to users and administration of the system. An administratoraccesses these functions through the system managers screen, shown inFIG. 33A.

1. Document Manager

The document manager provides a record of each document. As eachdocument is uploaded into the system, the system records the time it wasuploaded, the originator (person who uploads) of the document, and thetime. As the system is designed to provide a full accountability andcompliance with regards to the information stored within the system, thesystem maintains any previous version/revision of a document loaded intoit as well as all archived documents. The document management providesthe tools to view, archive, replace, and revive all types of documentsloaded in the system. FIG. 33B shows the set up of the document manager.The administrator selects the location of the files depository 3301,virus protection software 3302, and type of repository architecture3303.

2. Security Manager

The security manager is designed to set up the network's environment. Asthe server is part of a private or public network, and all users have toaccess it through a network, it is critical that the server cold beconfigured to limit the access of unauthorized users to the server.These are done by identifying the type of connections used by authorizedusers and limit the access of all other types of data (including randompackets used by hackers) from reaching the server. This is done byopening the appropriate ports for the type of protocols used by theapplication. Also, the system can define if information will beencrypted while it is transferred over the network and what type ofencryption to use.

FIG. 33C shows the set up of the security manager. The administratorenters the port number 3310, session timeout duration 3311, alertmessage 3312 to be displayed, whether SSL encryption is required 3313,the authentication type 3314, the maximum failed login attempts allowed3315, whether to display the alert message 3316 if the number of maximumfailed login attempts has been exceeded, and the alert title 3317.

3. Encryption Manager

One of the key elements of the system is the depository of files(documents, images, etc.). As every system that is networked, there is adanger of malicious penetration and removal of sensitive information. Toprotect from that, the stored information could be encrypted while it isstored and only be decrypted after delivery to authorized users. Theadministrator of the system can choose the option to encrypt and whatencryption technology to use.

FIG. 33D shows the set up of the encryption manager. The administratorcan set up encryption key 3320, the encryption provider 3321, and theencryption algorithm 3322.

4. Mapping Manager

The mapping management allows the administrator to provide a link totheir choice of a mapping (GIS) system. The ability to provide a tool tolink to a mapping system enables users to define areas or locations byeither geographical coordinates or street addresses, and let the systemdisplay a map or an aerial photograph that represent the location.

FIG. 33E shows the set up of the mapping manager. The administrator canset up the website URL 3330 for the link to the mapping service, and thewebsite name 3331 of the server that is providing the mapping service.

5. Email Manager

The email manager allows the administrator to set a mail server on thesystem and define the name and address of the administrator. The role ofthe mail server is to provide users with the option to send alerts andmessages from the system to their preferred mail client on their PC,PDA, or cell phone. These options allow users to get updated alertswithout the need to be logged into the application. Mobile users can bealerted to changes in information or operation procedures critical totheir operation while they are away from their primary computer system.

FIG. 33F shows the set up of the email manager. The administrator canset up for the mail server the password 3140, default sender's name3341, username 3342, default sender's email 3343, email server hostname3344, email server port 3345, and the send mail interval 3346.

6. Search Manager

The search engine of the system indexed the entries within the system askeywords. This provides users the ability to locate any type ofinformation by inquiring the database. The inquiry results are displayedto the searching users and provide links for to the presented results.This helps users to allocate requested information without an extensiveknowledge of the structure which is critical in many environments wherethe users may have limited training or no previous knowledge of parts ofthe system.

FIG. 33G shows the set up of the search manager. The administrator setsup the re-index timeout 3350, the re-index time 3351 (frequency ofre-indexing), and the search index direction 3352. The administrator canchoose to manually execute a reindexing of the search database byselecting the execute button 3353.

For all of the foregoing reasons, the Detailed Description is to beregarded as being in all respects exemplary and not restrictive, and thebreadth of the invention disclosed herein is to be determined not fromthe Detailed Description, but rather from the claims as interpreted withthe full breadth permitted by the patent laws.

1. Apparatus for providing information from a plurality of informationsource instances to users of a GUI, the GUI being produced by a systemwhich includes a processor and a memory device and GUI-producing devicesto which the processor has access, the memory device containing aplurality of objects and the system further including an access controlsystem executing on the processor which controls access by the users tothe objects on a per-object basis, the apparatus comprising: a resourcetemplate object of the objects, the resource template object specifyingone or more classes of information source instances, the GUI including aresource template specifying GUI that a resource template objectspecifying user who has the necessary access to the resource templateobject employs to specify the resource template object; a resourceobject of the objects, the resource object specifying the resourcetemplate object and one or more information source instances belongingto the specified resource template object's information source instanceclasses, the GUI including a resource object specifying GUI that aresource object specifying user who has the necessary access to theresource object employs to specify the resource object; and the GUIincluding a resource object using GUI that specifies the resourceobject, a resource object using user who has the necessary access to theresource object employing the resource object using GUI to interact withthe information source instances which belong to the specified resourceobject.
 2. The apparatus set forth in claim 1 wherein: the resourcetemplate object further specifies an arrangement of the informationinstances belonging to the specified classes in the resource objectusing GUI for the resource object.
 3. The apparatus set forth in claim 1wherein: there is a plurality of classes of information sourceinstances; and the resource template object specifying user selects oneor more of the plurality of classes of information source instances inspecifying the resource template object.
 4. The apparatus set forth inclaim 1 wherein: when specifying an information source instance in theresource object, the resource object specifying user provides accessinformation for accessing the information source instance according tothe class of the information source instance; and when the resourceobject using user interacts with the information source instance, theprocessor uses the provided access information to access the informationsource instance.
 5. The apparatus set forth in claim 4 wherein: for atleast one class of information source instances, the provided accessinformation is not sufficient to access the information source instance;and when the resource object using user interacts with the informationsource instance, the processor provides additional access informationaccording to the information source instance's class.
 6. The apparatusset forth in claim 5 wherein: the additional access information includesthe application program by means of which the resource object using userinteracts with the information source instance.
 7. The apparatus setforth in claim 5 wherein: the processor obtains at least some of theadditional access information at the time the user interacts with theinformation source instance.
 8. The apparatus set forth in claim 7wherein: the additional access information which is obtained at the timethe user interacts with the information source instance is currentaccess control information for the user.
 9. The apparatus set forth inclaim 4 wherein: the classes of information source instances includeinformation source instances that are resource objects which are alreadypresent in the apparatus; and for an information source instance whichis an already-present resource object, the access information is thealready-present resource object's name.
 10. The apparatus set forth inclaim 1 wherein: the resource template specifying GUI permits theresource template object specifying user to specify the resourcetemplate object by copying an already-present resource template object.11. The apparatus set forth in claim 1 wherein: the resource templatespecifying GUI represents information source instances belonging toresources made using the resource template by displaying one or moreresource template fields, each resource template field requiring aninformation source instance having a class belonging to the one or moreclasses, and the resource template object specifying user specifies theresource template by selecting from the displayed resource templatefields and/or defining a new resource template field.
 12. The apparatusset forth in claim 1 wherein: the resource object specifying GUIdisplays one or more resource template objects; and the resource objectspecifying user specifies the resource object by selecting a displayedresource template object.
 13. The apparatus set forth in claim 12wherein: the resource object specifying GUI displays the selectedresource template object's resource template fields; and the resourceobject specifying user further specifies the resource object byassociating information source instances having the classes required bythe displayed resource template fields with the displayed resourcetemplate fields.
 14. The apparatus set forth in claim 1 wherein: theresource object using GUI displays already-present resource objects; andthe resource object using user selects a displayed resource object tobegin interacting with the information source instance.
 15. Theapparatus set forth in claim 14 wherein: the resource object using GUIresponds to selection of the displayed resource by the resource objectusing GUI by displaying the information source instances which belong tothe specified resource object for further interaction by the resourceobject using user.
 16. The apparatus set forth in claim 1 wherein theapparatus further comprises: a knowledge board object of the objects,the knowledge board object specifying one or more resource templateobjects, the GUI including a knowledge board object specifying GUI thata knowledge board object specifying user who has the necessary access tothe knowledge board object employs to specify the knowledge boardobject: and the GUI including a knowledge board object using GUI that aknowledge board object using user who has the necessary access to theresource objects employs to interact with the resource objects whichspecify the knowledge board's resource template objects.
 17. A memorydevice, the memory device being characterized in that: the memory devicecontains code which, when executed by a processor that has access to thememory device, produces the apparatus set forth in claim 1.